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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SYM Financial Corp reduced its United Parcel Service (UPS) stake by 1.8% in Q1 2026, selling an estimated $6.97K and leaving 3,541 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #187.

SYM Financial Corp first reported a position in UPS in Q1 2025 and has held it in 4 quarters since. The position peaked at $358K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • SYM Financial Corp held 3,541 shares of United Parcel Service worth $348K as of Q1 2026.
  • SYM Financial Corp sold 65 United Parcel Service shares in Q1 2026, an estimated $6.97K.
  • United Parcel Service made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #187 holding.
  • SYM Financial Corp first reported a position in United Parcel Service in Q1 2025 and has held it in 4 quarters since.
  • SYM Financial Corp's United Parcel Service position peaked at $358K in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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