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SYM Financial Corp’s Unilever UL Stock Holding History

SYM Financial Corp’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Buy
+3,915
New +$226K 0.02% 322
2026
Q1 		– Sell
-3,606
Closed -$236K – 461
2025
Q4 		$236K Buy
+3,606
New +$242K 0.02% 279

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SYM Financial Corp's UL Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Unilever (UL) in Q2 2026: 3,915 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #322 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in UL as recently as Q4 2025.

SYM Financial Corp first reported a position in UL in Q4 2025 and has held it in 2 quarters since. The position peaked at $236K in Q4 2025. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • SYM Financial Corp held 3,915 shares of Unilever worth $235K as of Q2 2026.
  • Unilever was a new SYM Financial Corp position in Q2 2026.
  • Unilever made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #322 holding.
  • SYM Financial Corp first reported a position in Unilever in Q4 2025 and has held it in 2 quarters since.
  • SYM Financial Corp's Unilever position peaked at $236K in Q4 2025.
  • 1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.