SYM Financial Corp’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$299K Buy
4,922
+1,007
+26% +$63.3K 0.02% 284
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

Other funds holding UL

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

SYM Financial Corp increased its Unilever (UL) stake by 26% in Q3 2026, buying an estimated $63.3K and bringing the position to 4,922 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #284.

SYM Financial Corp first reported a position in UL in Q4 2025 and has held it in 3 quarters since. 724 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • SYM Financial Corp held 4,922 shares of Unilever worth $299K as of Q3 2026.
  • SYM Financial Corp bought 1,007 Unilever shares in Q3 2026, an estimated $63.3K.
  • Unilever made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #284 holding.
  • SYM Financial Corp first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • 724 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

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