Sym Financial Corp Portfolio Holdings

Sym Financial Corp

  • $927 Million
  • Q3 2025

Sym Financial Corp has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $927 Million distributed in 409 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $243M, Wisdomtree Tr Intl Efficient C with a value of $104M, Vanguard Mid Cap Value Index F with a value of $95.6M, Vanguard Total Stock Market Et with a value of $82.9M, and Ishares U.S. Treasury Bond ETF with a value of $80.7M.

Examining the 13F form we can see an increase of $40.7M in the current position value, from $886M to 927M. Also it can be appreciated an additional of 53 stocks purchases and 1 closed positions.

Below you can find more details about Sym Financial Corp portfolio as well as his latest detailed transactions.

Portfolio value $927 Million
ETFs: $741 Million
Technology: $61.9 Million
Financial Services: $24.1 Million
Healthcare: $21.4 Million
Consumer Cyclical: $17.4 Million
Basic Materials: $15.9 Million
Industrials: $14.7 Million
Communication Services: $13.2 Million
Other: $17.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$243 Million 26.25% of portfolio
6,696,421
Q3 2025 Added 1.24%
$0
$104 Million 11.21% of portfolio
2,430,454
Q3 2025 Added 1.75%
$0
$95.6 Million 10.31% of portfolio
547,508
Q3 2025 Added 3.61%
$0
$82.9 Million 8.94% of portfolio
252,641
Q3 2025 Reduced 2.35%
$0
$80.7 Million 8.7% of portfolio
3,489,138
Q3 2025 Added 6.19%
$0
$26.4 Million 2.84% of portfolio
1,025,040
Q3 2025 Added 0.32%
$0
$16.8 Million 1.81% of portfolio
228,642
Q3 2025 Reduced 6.41%
$16.1B
$12.6 Million 1.36% of portfolio
550,187
Q3 2025 Added 0.24%
$4.3T
$12.5 Million 1.35% of portfolio
49,201
Q3 2025 Reduced 8.43%
$0
$11.9 Million 1.29% of portfolio
125,171
Q3 2025 Reduced 8.12%
$465B
$11.6 Million 1.26% of portfolio
62,396
Q3 2025 Reduced 26.55%
$3.78T
$10.7 Million 1.16% of portfolio
20,701
Q3 2025 Reduced 9.74%
$0
$9.68 Million 1.04% of portfolio
110,892
Q3 2024 Reduced 0.01%
$0
$8.46 Million 0.91% of portfolio
61,408
Q3 2025 Added 1.98%
$0
$5.93 Million 0.64% of portfolio
99,025
Q3 2025 Added 53.4%
$2.39T
$5.36 Million 0.58% of portfolio
24,418
Q3 2025 Reduced 20.66%
$0
$5.08 Million 0.55% of portfolio
42,373
Q3 2025 Added 6.44%
$971B
$4.87 Million 0.53% of portfolio
6,386
Q3 2025 Added 3.74%
$139B
$4.59 Million 0.49% of portfolio
13,904
Q3 2025 Reduced 16.52%
$1.65T
$3.98 Million 0.43% of portfolio
16,360
Q3 2025 Added 58.8%
$1.37T
$3.86 Million 0.42% of portfolio
5,257
Q3 2025 Reduced 28.98%
$0
$3.84 Million 0.41% of portfolio
152,692
Q3 2025 Reduced 6.7%
$881B
$3.46 Million 0.37% of portfolio
10,970
Q3 2025 Added 8.53%
$0
$3.32 Million 0.36% of portfolio
23,610
Q3 2025 Added 0.04%
$0
$2.96 Million 0.32% of portfolio
69,153
Q3 2025 Added 21.74%
$0
$2.74 Million 0.3% of portfolio
27,315
Q3 2025 Added 14.08%
$279B
$2.63 Million 0.28% of portfolio
25,534
Q3 2025 Reduced 2.22%
$512B
$2.33 Million 0.25% of portfolio
4,097
Q3 2025 Reduced 12.29%
$0
$2.15 Million 0.23% of portfolio
3,221
Q3 2025 Reduced 0.19%
$0
$2.12 Million 0.23% of portfolio
14,593
Q3 2025 Added 14.14%
$0
$2.05 Million 0.22% of portfolio
41,870
Q3 2025 Added 10.41%
$593B
$1.94 Million 0.21% of portfolio
6,912
Q3 2025 Added 5.14%
$328B
$1.96 Million 0.21% of portfolio
6,512
Q3 2025 Reduced 8.07%
$1.29T
$1.82 Million 0.2% of portfolio
4,092
Q3 2025 Reduced 0.29%
$0
$1.79 Million 0.19% of portfolio
12,962
Q3 2025 Reduced 4.35%
$522B
$1.65 Million 0.18% of portfolio
8,918
Q3 2025 Added 3.55%
$0
$1.62 Million 0.17% of portfolio
16,065
Q3 2025 Added 30.32%
$662B
$1.5 Million 0.16% of portfolio
2,977
Q3 2025 Added 5.57%
$0
$1.36 Million 0.15% of portfolio
1,816
Q3 2025 Reduced 6.92%
$65.7B
$1.38 Million 0.15% of portfolio
4,584
Q3 2025 Added 0.2%
$0
$1.25 Million 0.14% of portfolio
45,873
Q3 2025 Reduced 2.95%
$130B
$1.29 Million 0.14% of portfolio
3,625
Q3 2025 Added 123.08%
$1.48B
$1.27 Million 0.14% of portfolio
19,814
Q3 2025 Added 0.09%
$404B
$1.24 Million 0.13% of portfolio
1,336
Q3 2025 Reduced 31.52%
$533B
$1.18 Million 0.13% of portfolio
3,467
Q3 2025 Added 9.51%
$490B
$1.18 Million 0.13% of portfolio
10,433
Q3 2025 Added 4.8%
$79.6B
$1.15 Million 0.12% of portfolio
9,266
Q3 2025 Added 0.89%
$191B
$1.07 Million 0.12% of portfolio
198
Q3 2025 Reduced 0.5%
$0
$995,000 0.11% of portfolio
21,271
Q3 2025 Added 17.18%

Summary

  • Portfolio
  • No. of Stocks 409
  • Current Value $927 Million
  • Prior Value $886 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 53 stocks
  • Additional Purchases 130 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 146 stocks
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