SYM Financial Corp
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SYM Financial Corp’s United Airlines UAL Stock Holding History

SYM Financial Corp’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$406K Buy
3,659
+210
+6% +$24.8K 0.03% 204
2026
Q2 		$469K Sell
3,449
-48
-1% -$4.97K 0.04% 164
2026
Q1 		$322K Buy
3,497
+113
+3% +$11.8K 0.03% 208
2025
Q4 		$378K Buy
3,384
+187
+6% +$18.9K 0.04% 179
2025
Q3 		$309K Buy
3,197
+47
+1% +$4.52K 0.03% 212
2025
Q2 		$251K Buy
+3,150
New +$232K 0.03% 256
2025
Q1 		– Sell
-2,564
Closed -$249K – 383
2024
Q4 		$249K Buy
+2,564
New +$217K 0.03% 189

Other funds holding UAL

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SYM Financial Corp's UAL Position: Q3 2026 in Review

SYM Financial Corp increased its United Airlines (UAL) stake by 6.1% in Q3 2026, buying an estimated $24.8K and bringing the position to 3,659 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #204.

SYM Financial Corp first reported a position in UAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $469K in Q2 2026. 494 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • SYM Financial Corp held 3,659 shares of United Airlines worth $406K as of Q3 2026.
  • SYM Financial Corp bought 210 United Airlines shares in Q3 2026, an estimated $24.8K.
  • United Airlines made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #204 holding.
  • SYM Financial Corp first reported a position in United Airlines in Q4 2024 and has held it in 7 quarters since.
  • SYM Financial Corp's United Airlines position peaked at $469K in Q2 2026.
  • 494 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.