SYM Financial Corp
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SYM Financial Corp’s Union Pacific UNP Stock Holding History

SYM Financial Corp’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$664K Sell
2,441
-106
-4% -$30.8K 0.05% 122
2026
Q2 		$693K Buy
2,547
+73
+3% +$19.2K 0.06% 100
2026
Q1 		$600K Sell
2,474
-30
-1% -$7.35K 0.06% 107
2025
Q4 		$579K Buy
2,504
+542
+28% +$124K 0.06% 109
2025
Q3 		$464K Buy
+1,962
New +$442K 0.05% 124
2025
Q2 		– Sell
-885
Closed -$209K – 446
2025
Q1 		$209K Buy
+885
New +$213K 0.03% 256
2024
Q4 		– Sell
-1,217
Closed -$300K – 357
2024
Q3 		$300K Buy
1,217
+252
+26% +$61.1K 0.04% 115
2024
Q2 		$218K Buy
+965
New +$226K 0.03% 140

Other funds holding UNP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

SYM Financial Corp reduced its Union Pacific (UNP) stake by 4.2% in Q3 2026, selling an estimated $30.8K and leaving 2,441 shares worth $664K. The position accounts for 0.05% of the portfolio, ranked #122.

SYM Financial Corp first reported a position in UNP in Q2 2024 and has held it in 8 quarters since. The position peaked at $693K in Q2 2026. 1,726 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • SYM Financial Corp held 2,441 shares of Union Pacific worth $664K as of Q3 2026.
  • SYM Financial Corp sold 106 Union Pacific shares in Q3 2026, an estimated $30.8K.
  • Union Pacific made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #122 holding.
  • SYM Financial Corp first reported a position in Union Pacific in Q2 2024 and has held it in 8 quarters since.
  • SYM Financial Corp's Union Pacific position peaked at $693K in Q2 2026.
  • 1,726 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

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