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 Q1	–	Sell	-3,606	Closed	-$236K	–	461
2025 Q4	$236K	Buy	+3,606	New	+$242K	0.02%	279

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SYM Financial Corp's UL Position: Q1 2026 in Review

SYM Financial Corp sold out of Unilever (UL) in Q1 2026, closing a stake of 3,606 shares — an estimated $236K sold.

SYM Financial Corp first reported a position in UL in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

SYM Financial Corp reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
SYM Financial Corp sold 3,606 Unilever shares in Q1 2026, an estimated $236K.
SYM Financial Corp first reported a position in Unilever in Q4 2025 and held it in 1 quarter.
SYM Financial Corp's Unilever position peaked at $236K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.