Symphony Financial Services, Inc. UTF — COHEN & STEERS INFRASTRUCTUR

Ownership history in Symphony Financial Services, Inc.  ·  10 quarters on record

AI Ownership Summary

Symphony Financial Services, Inc. reported COHEN & STEERS INFRASTRUCTUR (UTF) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.68% in 2024 Q3. The latest visible filing shows UTF at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UTF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Symphony Financial Services, Inc.'s position in COHEN & STEERS INFRASTRUCTUR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

UTF was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UTF stock page Symphony Financial Services, Inc. fund profile Symphony Financial Services, Inc. full holdings
How Symphony Financial Services, Inc. held UTF — position size vs. price
% of Fund (quarterly)    UTF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 35,508 +1,384 +4.1% 0.37% $875K 2026-11-09 $26.08
2026 Q2 REDUCED — — — 34,124 -1,310 -3.7% 0.42% $941K 2026-07-22 $27.24
2026 Q1 ADDED — — — 35,434 +97 +0.3% 0.47% $917K 2026-05-07 $26.01
2025 Q4 ADDED — — — 35,337 +11 +0.0% 0.44% $852K 2026-02-12 $25.30
2025 Q3 ADDED — — — 35,326 +37 +0.1% 0.47% $876K 2025-11-12 $22.72
2025 Q2 ADDED — — — 35,289 +1,003 +2.9% 0.57% $951K 2025-08-08 $24.68
2025 Q1 ADDED — — — 34,286 +3,273 +10.6% 0.57% $876K 2025-05-12 $22.74
2024 Q4 ADDED — — — 31,013 +370 +1.2% 0.60% $746K 2025-02-06 $21.44
2024 Q3 ADDED — — — 30,643 +430 +1.4% 0.68% $798K 2024-11-12 $21.73
2024 Q2 INITIATED — — — 30,213 — — 0.60% $700K 2024-08-09 $20.87

🏢 Other funds also holding UTF

As of 2026 Q3 — sorted by position size

C2C Wealth Management, LLC 3Y 5.3% SRH ADVISORS, LLC 3Y 7Y 2.58% Smith Asset Management Co., LLC 1.83% Advisory Advocates, LLC 1.69% PMG Family Office LLC 1.18% Accel Wealth Management 3Y 0.34% Investment Partners Asset Management, Inc. 0.34% Scheeler Financial LLC 0.24% Westbourne Investment Advisors, Inc. 3Y 7Y 0.23% Community Bank of Raymore 3Y 7Y 0.2%

FAQ About Symphony Financial Services, Inc. and UTF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Symphony Financial Services, Inc. reported owning UTF?

Symphony Financial Services, Inc. reported UTF across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported UTF position in Symphony Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for UTF was 0.68% in 2024 Q3.

What is the latest reported UTF position on this page?

The most recent filing on this page is 2026 Q3, when Symphony Financial Services, Inc. reported 35,508 shares, equal to 0.37% of portfolio, with an estimated market value of $875K.

What does the chart on this UTF ownership page compare?

The chart compares Symphony Financial Services, Inc.'s quarterly UTF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Symphony Financial Services, Inc. time their UTF position?

Based on 13F filing dates vs. subsequent UTF price moves, Symphony Financial Services, Inc. correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on UTF relative to SPY over the holding period was +330.7%.

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