Sym Financial Corp Reduced Holdings in Q3 2025

Sym Financial Corp

  • $927 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
-691
- 15.01%
$65.64 - $78.22 $45.4K - $54.1K
3.91K $262K
SAP
Sap Se

Technology
-98
- 6.8%
$252.42 - $311.93 $24.7K - $30.6K
1.34K $359K
DVN
Devon Energy Corp

Energy
-3.26K
- 28.53%
$31.75 - $36.99 $104K - $121K
8.17K $286K
HWM
Howmet Aerospace Inc.

Industrials
-510
- 20.12%
$171.0 - $196.23 $87.2K - $100K
2.03K $397K
C
Citigroup Inc

Financial Services
-1.97K
- 25.51%
$85.57 - $103.49 $168K - $204K
5.74K $582K
AMAT
Applied Materials Inc

Technology
-705
- 21.05%
$156.25 - $204.95 $110K - $144K
2.64K $541K
CFG
Citizens Financial Group Inc

Financial Services
-2.73K
- 31.44%
$46.1 - $53.65 $126K - $146K
5.95K $316K
MSCI
Msci Inc.

Financial Services
-117
- 23.08%
$526.48 - $588.0 $61.6K - $68.8K
390 $221K
EXEL
Exelixis, Inc.

Healthcare
-1.16K
- 17.86%
$36.22 - $46.25 $42.1K - $53.7K
5.34K $220K
STLD
Steel Dynamics Inc

Basic Materials
-678
- 20.61%
N/A
2.61K $256K
FNDX
Schwab Fundamental U S Large C

ETFs
-2.67K
- 48.06%
$24.38 - $26.34 $65.2K - $70.4K
2.89K $75K
NTRA
Natera, Inc.

Healthcare
-272
- 13.88%
$133.66 - $181.11 $36.4K - $49.3K
1.69K $271K
BMY
Bristol Myers Squibb CO

Healthcare
-1.05K
- 12.2%
$43.31 - $48.98 $45.3K - $51.3K
7.54K $339K
AXS
Axis Capital Holdings LTD

Financial Services
-357
- 12.21%
$93.33 - $102.44 $33.3K - $36.6K
2.57K $245K
WM
Waste Management Inc

Industrials
-217
- 16.29%
$213.88 - $237.1 $46.4K - $51.5K
1.12K $246K
DIS
Walt Disney CO

Communication Services
-197
- 5.84%
$112.25 - $124.0 $22.1K - $24.4K
3.18K $363K
AMCR
Amcor PLC

Consumer Cyclical
-4.41K
- 24.97%
$7.97 - $9.94 $35.2K - $43.8K
13.3K $108K
PGR
Progressive Corp

Financial Services
-65
- 3.65%
$238.61 - $264.3 $15.5K - $17.2K
1.72K $424K
KO
Coca Cola CO

Consumer Defensive
-201
- 2.39%
$65.67 - $71.67 $13.2K - $14.4K
8.2K $543K
FCX
Freeport Mcmoran Inc

Basic Materials
-629
- 9.61%
$35.34 - $47.21 $22.2K - $29.7K
5.92K $232K
CSCO
Cisco Systems, Inc.

Technology
-578
- 5.23%
$66.2 - $71.79 $38.3K - $41.5K
10.5K $717K
NVS
Novartis Ag

Healthcare
-556
- 16.37%
$113.5 - $129.73 $63.1K - $72.1K
2.84K $364K
TRGP
Targa Resources Corp.

Energy
-30
- 0.48%
$160.52 - $174.4 $4.82K - $5.23K
6.19K $1.04M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.22K
- 53.45%
$33.13 - $36.31 $40.6K - $44.4K
1.07K $38K
EME
Emcor Group, Inc.

Industrials
-138
- 29.24%
$530.88 - $655.83 $73.3K - $90.5K
334 $216K
IBM
International Business Machines Corp

Technology
-8
- 0.3%
$234.77 - $292.47 $1.88K - $2.34K
2.62K $738K
XLE
Energy Sector Spdr

ETFs
-787
- 10.17%
$84.25 - $91.99 $66.3K - $72.4K
6.95K $621K
UNH
Unitedhealth Group Inc

Healthcare
-418
- 12.61%
$237.77 - $353.61 $99.4K - $148K
2.9K $1M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-710
- 17.89%
$98.99 - $112.2 $70.3K - $79.7K
3.26K $360K
FINV
Fin Volution Group

Financial Services
-769
- 6.12%
$7.37 - $10.6 $5.67K - $8.15K
11.8K $86K
WIT
Wipro LTD

Technology
-8.94K
- 37.47%
$2.63 - $3.11 $23.5K - $27.8K
14.9K $39K
ZI
Zoom Info Technologies Inc.

Technology
-3.18K
- 22.37%
N/A
11.1K $112K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.94K
- 19.45%
$24.46 - $26.5 $47.5K - $51.4K
8.04K $211K
NTNX
Nutanix, Inc.

Technology
-249
- 7.31%
$66.06 - $81.12 $16.4K - $20.2K
3.16K $234K
UGI
Ugi Corp

Utilities
-36
- 0.51%
$32.64 - $37.14 $1.18K - $1.34K
7.06K $234K
ADP
Automatic Data Processing Inc

Industrials
-34
- 3.96%
$288.69 - $310.94 $9.82K - $10.6K
824 $241K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-416
- 33.79%
$68.27 - $75.58 $28.4K - $31.4K
815 $60K
TPR
Tapestry, Inc.

Consumer Cyclical
-2.1K
- 24.42%
$86.48 - $116.14 $182K - $244K
6.51K $736K
JPIN
Jp Morgan Diversified Return I

ETFs
-312
- 37.01%
$63.14 - $67.96 $19.7K - $21.2K
531 $35K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-598
- 28.33%
$38.52 - $41.26 $23K - $24.7K
1.51K $62K
ARW
Arrow Electronics Inc

Technology
-3
- 0.14%
$114.66 - $133.24 $344 - $400
2.18K $263K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-194
- 8.41%
$81.76 - $86.36 $15.9K - $16.8K
2.11K $179K
CVS
Cvs Health Corp

Healthcare
-560
- 12.6%
$58.75 - $76.5 $32.9K - $42.8K
3.88K $292K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-788
- 15.93%
$71.86 - $87.45 $56.6K - $68.9K
4.16K $346K
JBL
Jabil Inc

Technology
-34
- 0.84%
$202.08 - $234.45 $6.87K - $7.97K
4.02K $873K
GWRE
Guidewire Software, Inc.

Technology
-16
- 1.68%
$207.82 - $261.88 $3.33K - $4.19K
936 $215K
DASH
Door Dash, Inc.

Communication Services
-244
- 10.86%
$234.5 - $272.5 $57.2K - $66.5K
2K $544K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-163
- 14.39%
$108.46 - $120.63 $17.7K - $19.7K
970 $115K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-730
- 18.74%
$113.78 - $148.0 $83.1K - $108K
3.17K $437K
Activity Summary
Buys All Purchases 183 New Holdings 53 Increased Positions 130 Sells All Sells 147 Reductions 146 Sold out 1 Options Calls 2 Puts 0
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