Sym Financial Corp Purchases in Q2 2025

Sym Financial Corp

  • $886 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AZO
Autozone Inc

Consumer Cyclical
22
+ 36.07%
$3478.38 - $3880.15 $76.5K - $85.4K
83 $308K
SCHW
Schwab Charles Corp

Financial Services
416
+ 14.41%
$69.06 - $91.24 $28.7K - $38K
3.3K $301K
FTNT
Fortinet, Inc.

Technology
193
+ 3.32%
$84.71 - $108.69 $16.3K - $21K
6K $634K
ABT
Abbott Laboratories

Healthcare
354
+ 4.7%
$123.95 - $138.08 $43.9K - $48.9K
7.88K $1.07M
WFC
Wells Fargo & Company

Financial Services
364
+ 7.42%
$60.98 - $80.12 $22.2K - $29.2K
5.27K $422K
SAP
Sap Se

Technology
61
+ 4.42%
$237.53 - $309.8 $14.5K - $18.9K
1.44K $438K
FNDX
Schwab Fundamental U S Large C

ETFs
2.67K
+ 92.52%
$20.84 - $24.54 $55.7K - $65.6K
5.56K $136K
RPV
Invesco Exchange Traded Fd Tr

ETFs
716
New
$81.66 - $93.76 $58.5K - $67.1K
716 $67K
TWLO
Twilio Inc

Communication Services
18
+ 0.75%
$81.34 - $124.36 $1.46K - $2.24K
2.43K $302K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.77K
+ 21.56%
$19.6 - $24.44 $34.7K - $43.3K
9.98K $243K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.71K
+ 24.26%
$11.9 - $15.57 $32.3K - $42.2K
13.9K $213K
HD
Home Depot, Inc.

Consumer Cyclical
168
+ 8.43%
$335.24 - $380.78 $56.3K - $64K
2.16K $791K
CI
Cigna Corp

Healthcare
179
+ 21.86%
$301.89 - $340.04 $54K - $60.9K
998 $329K
HAL
Halliburton CO

Energy
5.34K
+ 54.94%
$19.26 - $25.7 $103K - $137K
15.1K $306K
LMT
Lockheed Martin Corp

Industrials
110
+ 23.16%
$430.82 - $486.45 $47.4K - $53.5K
585 $270K
ETSY
Etsy Inc

Consumer Cyclical
885
+ 20.18%
$40.8 - $63.88 $36.1K - $56.5K
5.27K $264K
PCG
Pg&E Corp

Utilities
6.48K
+ 61.46%
$13.55 - $17.87 $87.8K - $116K
17K $237K
AVUV
American Centy ETF Tr Avantis

ETFs
625
New
$75.17 - $91.21 $47K - $57K
625 $56K
STLD
Steel Dynamics Inc

Basic Materials
564
+ 20.7%
N/A
3.29K $322K
ZM
Zoom Video Communications, Inc.

Technology
415
+ 9.14%
$66.7 - $84.62 $27.7K - $35.1K
4.96K $386K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
700
New
$61.08 - $74.04 $42.8K - $51.8K
700 $51K
LKFN
Lakeland Financial Corp

Financial Services
148
+ 0.75%
$51.45 - $61.84 $7.61K - $9.15K
19.8K $1.22M
PYPL
Pay Pal Holdings, Inc.

Financial Services
104
+ 2.31%
$57.41 - $74.81 $5.97K - $7.78K
4.61K $342K
FDIS
Fidelity Covington Tr Msci Con

ETFs
524
New
$75.33 - $94.56 $39.5K - $49.5K
524 $49K
FNDF
Schwab Fundamental Intl Large

ETFs
1.15K
New
$32.25 - $40.02 $37.2K - $46.1K
1.15K $46K
NTNX
Nutanix, Inc.

Technology
320
+ 10.37%
$58.17 - $83.07 $18.6K - $26.6K
3.41K $260K
T
At&T Inc.

Communication Services
926
+ 3.68%
$26.33 - $28.94 $24.4K - $26.8K
26.1K $754K
CVX
Chevron Corp

Energy
851
+ 26.27%
$133.73 - $168.51 $114K - $143K
4.09K $585K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.22K
+ 114.82%
$26.66 - $33.09 $32.6K - $40.5K
2.29K $75K
AXS
Axis Capital Holdings LTD

Financial Services
325
+ 12.51%
$87.23 - $106.93 $28.3K - $34.8K
2.92K $303K
FCX
Freeport Mcmoran Inc

Basic Materials
182
+ 2.86%
$29.15 - $44.46 $5.31K - $8.09K
6.55K $283K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.86K
New
$21.85 - $22.76 $40.7K - $42.4K
1.86K $42K
ZTS
Zoetis Inc.

Healthcare
330
+ 25.0%
$144.41 - $170.3 $47.7K - $56.2K
1.65K $257K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.89K
+ 10.39%
$13.71 - $15.46 $25.9K - $29.2K
20.1K $310K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
725
New
$50.1 - $51.02 $36.3K - $37K
725 $36K
DVN
Devon Energy Corp

Energy
2.69K
+ 30.77%
$26.8 - $37.92 $72.1K - $102K
11.4K $363K
FNDA
Schwab Fundamental U S Small C

ETFs
1.27K
New
$23.85 - $28.69 $30.2K - $36.4K
1.27K $36K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.59K
New
$17.76 - $22.1 $28.3K - $35.2K
1.59K $35K
CME
Cme Group Inc.

Financial Services
33
+ 1.34%
$252.37 - $290.71 $8.33K - $9.59K
2.5K $688K
TYL
Tyler Technologies Inc

Technology
40
+ 5.01%
$521.68 - $592.84 $20.9K - $23.7K
838 $496K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
468
New
$61.03 - $67.59 $28.6K - $31.6K
468 $29K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
365
New
$60.99 - $77.53 $22.3K - $28.3K
365 $28K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.1K
New
$20.42 - $25.3 $22.4K - $27.8K
1.1K $27K
DFIV
Dimensional ETF Tr

ETFs
552
+ 89.61%
$34.67 - $43.21 $19.1K - $23.9K
1.17K $50K
KR
Kroger CO

Consumer Defensive
127
+ 3.08%
$64.62 - $74.0 $8.21K - $9.4K
4.25K $304K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3
+ 0.04%
$23.4 - $29.68 $70.2 - $89
7.59K $225K
UGI
Ugi Corp

Utilities
28
+ 0.4%
$30.18 - $36.59 $845 - $1.02K
7.09K $258K
FHI
Federated Hermes, Inc.

Financial Services
108
+ 2.05%
$35.85 - $44.32 $3.87K - $4.79K
5.36K $237K
TRV
Travelers Companies, Inc.

Financial Services
56
+ 3.53%
$233.83 - $276.34 $13.1K - $15.5K
1.64K $439K
Activity Summary
Buys All Purchases 258 New Holdings 100 Increased Positions 158 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sym Financial Corp Portfolio

Follow Sym Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sym Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sym Financial Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email