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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.78B
$796,000 0.09% of portfolio
17,703
Q3 2025 Added 67.75%
$6.2B
$495,000 0.05% of portfolio
4,592
Q3 2025 Reduced 49.98%
$8.3B
$346,000 0.04% of portfolio
4,159
Q3 2025 Reduced 15.93%
$8.03B
$364,000 0.04% of portfolio
1,904
Q3 2025 Added 74.52%
$4.38B
$347,000 0.04% of portfolio
6,697
Q3 2025 Added 24.85%
$5.02B
$385,000 0.04% of portfolio
3,154
Q3 2025 New
$7.23B
$333,000 0.04% of portfolio
5,018
Q3 2025 Reduced 4.8%
$6.99B
$268,000 0.03% of portfolio
6,657
Q3 2025 Added 2.54%
$5.47B
$235,000 0.03% of portfolio
22,261
Q3 2025 Added 0.37%
$7.29B
$234,000 0.03% of portfolio
7,057
Q3 2025 Reduced 0.51%
$6.94B
$263,000 0.03% of portfolio
2,181
Q3 2025 Reduced 0.14%
$8.65B
$245,000 0.03% of portfolio
2,566
Q3 2025 Reduced 12.21%
$5.22B
$299,000 0.03% of portfolio
5,880
Q3 2025 Added 28.75%
$2.79B
$232,000 0.03% of portfolio
4,858
Q3 2025 Reduced 24.38%
$6.97B
$224,000 0.02% of portfolio
891
Q3 2025 Reduced 18.41%
$7.96B
$223,000 0.02% of portfolio
10,155
Q3 2025 Reduced 50.06%
$7.1B
$154,000 0.02% of portfolio
17,774
Q3 2025 New
$8.15B
$221,000 0.02% of portfolio
1,706
Q3 2025 New
$4.09B
$112,000 0.01% of portfolio
11,051
Q3 2025 Reduced 22.37%

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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