SF
IP icon

Symphony Financial’s International Paper IP Stock Holding History

Symphony Financial’s Portfolio IP Stock Details IP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Buy
+5,242
New +$180K 0.02% 365
2025
Q4 		– Sell
-12,491
Closed -$569K – 300
2025
Q3 		$569K Buy
12,491
+799
+7% +$39K 0.07% 148
2025
Q2 		$599K Buy
11,692
+3,897
+50% +$184K 0.08% 140
2025
Q1 		$368K Sell
7,795
-23,124
-75% -$1.26M 0.22% 70
2024
Q4 		$1.79M Buy
30,919
+1,709
+6% +$91.7K 0.28% 74
2024
Q3 		$1.43M Buy
29,210
+3,095
+12% +$144K 0.24% 83
2024
Q2 		$1.13M Buy
+26,115
New +$1.06M 0.21% 85
2024
Q1 		– Sell
-20,927
Closed -$783K – 201
2023
Q4 		$783K Buy
+20,927
New +$731K 0.17% 104

Other funds holding IP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Symphony Financial's IP Position: Q2 2026 in Review

Symphony Financial opened a new position in International Paper (IP) in Q2 2026: 5,242 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #365 among its holdings. This is a return to the name: Symphony Financial previously reported a position in IP as recently as Q3 2025.

Symphony Financial first reported a position in IP in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.79M in Q4 2024. 852 funds tracked by Wall St. Rank hold IP as of Q2 2026.

  • Symphony Financial held 5,242 shares of International Paper worth $200K as of Q2 2026.
  • International Paper was a new Symphony Financial position in Q2 2026.
  • International Paper made up 0.02% of Symphony Financial's portfolio in Q2 2026, its #365 holding.
  • Symphony Financial first reported a position in International Paper in Q4 2023 and has held it in 8 quarters since.
  • Symphony Financial's International Paper position peaked at $1.79M in Q4 2024.
  • 852 funds tracked by Wall St. Rank held International Paper as of Q2 2026.

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