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SYM FINANCIAL Corp

Position in UL — Unilever PLC

CIK 764739 WINONA LAKE, IN

Position in UL

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$235,369
-$463 QoQ
Shares Held
3,915
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#848
of 1,170 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UL Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

SYM FINANCIAL Corp holds $1,284,447 across 4 Household & Personal Products names. UL ranks #3 (18.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 UL
Unilever PLC
This page
3,915 $235,369

All Filings in UL

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $235,369 3,915
2025-12-31 $235,832 3,606