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United Financial Planning Group’s Sylvamo SLVM Stock Holding History

United Financial Planning Group’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12
Closed -$576 – 601
2025
Q4 		$576 Buy
+12
New +$546 ﹤0.01% 385

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

United Financial Planning Group's SLVM Position: Q1 2026 in Review

United Financial Planning Group sold out of Sylvamo (SLVM) in Q1 2026, closing a stake of 12 shares — an estimated $576 sold.

United Financial Planning Group first reported a position in SLVM in Q4 2025 and held it in 1 quarter. The position peaked at $576 in Q4 2025. 323 funds tracked by Wall St. Rank hold SLVM as of Q1 2026.

  • United Financial Planning Group reported no remaining Sylvamo position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 12 Sylvamo shares in Q1 2026, an estimated $576.
  • United Financial Planning Group first reported a position in Sylvamo in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Sylvamo position peaked at $576 in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Sylvamo as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.