SFC
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SYM Financial Corp’s United Parcel Service UPS Stock Holding History

SYM Financial Corp’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$402K Buy
3,737
+196
+6% +$20.4K 0.03% 191
2026
Q1 		$348K Sell
3,541
-65
-2% -$6.97K 0.03% 187
2025
Q4 		$358K Buy
+3,606
New +$337K 0.04% 188
2025
Q3 		– Sell
-3,302
Closed -$333K – 467
2025
Q2 		$333K Buy
3,302
+1,102
+50% +$108K 0.04% 182
2025
Q1 		$242K Buy
+2,200
New +$263K 0.03% 215

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SYM Financial Corp increased its United Parcel Service (UPS) stake by 5.5% in Q2 2026, buying an estimated $20.4K and bringing the position to 3,737 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #191.

SYM Financial Corp first reported a position in UPS in Q1 2025 and has held it in 5 quarters since. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • SYM Financial Corp held 3,737 shares of United Parcel Service worth $402K as of Q2 2026.
  • SYM Financial Corp bought 196 United Parcel Service shares in Q2 2026, an estimated $20.4K.
  • United Parcel Service made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #191 holding.
  • SYM Financial Corp first reported a position in United Parcel Service in Q1 2025 and has held it in 5 quarters since.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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