SYM Financial Corp
UPS icon

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
Q3 		$280K Sell
2,998
-739
-20% -$77.6K 0.02% 304
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

SYM Financial Corp reduced its United Parcel Service (UPS) stake by 20% in Q3 2026, selling an estimated $77.6K and leaving 2,998 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #304.

SYM Financial Corp first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. The position peaked at $402K in Q2 2026. 1,296 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • SYM Financial Corp held 2,998 shares of United Parcel Service worth $280K as of Q3 2026.
  • SYM Financial Corp sold 739 United Parcel Service shares in Q3 2026, an estimated $77.6K.
  • United Parcel Service made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #304 holding.
  • SYM Financial Corp first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
  • SYM Financial Corp's United Parcel Service position peaked at $402K in Q2 2026.
  • 1,296 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

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