Current Market Value 893,463,398
Current Holdings 420
Most Recent File Date 2025-08-01
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by SYM FINANCIAL Corp . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-01 2025-06-30 13F-HR 420 893,463
2025-05-06 2025-03-31 13F-HR 352 811,656
2025-01-24 2024-12-31 13F-HR 333 773,550
2024-11-14 2024-09-30 13F-HR 263 747,251
2024-08-08 2024-06-30 13F-HR 262 627,261
2024-05-06 2024-03-31 13F-HR 167 606,104
2024-02-06 2023-12-31 13F-HR 178 617,709
2023-10-27 2023-09-30 13F-HR 186 563,434
2023-08-02 2023-06-30 13F-HR 126 493,377
2023-05-02 2023-03-31 13F-HR 105 453,178
2023-01-19 2022-12-31 13F-HR 120 420,607
2022-10-28 2022-09-30 13F-HR 104 206,519
2022-07-19 2022-06-30 13F-HR 115 211,437
2022-04-22 2022-03-31 13F-HR 115 232,593
2022-02-03 2021-12-31 13F-HR 103 257,020
2021-10-15 2021-09-30 13F-HR 115 170,434
2021-07-20 2021-06-30 13F-HR 87 175,111
2021-04-19 2021-03-31 13F-HR 79 173,792
2021-01-26 2020-12-31 13F-HR 81 136,429
2020-10-13 2020-09-30 13F-HR 84 133,551
2020-07-27 2020-06-30 13F-HR 63 123,982
2020-04-28 2020-03-31 13F-HR 69 99,462
2020-02-11 2019-12-31 13F-HR 95 151,395
2019-11-04 2019-09-30 13F-HR 65 149,550
2019-07-29 2019-06-30 13F-HR 71 155,699
2019-05-14 2019-03-31 13F-HR 66 158,109
2019-02-13 2018-12-31 13F-HR 80 251,135
2018-11-14 2018-09-30 13F-HR 81 178,402
2018-08-13 2018-06-30 13F-HR 66 168,135
2018-05-15 2018-03-31 13F-HR 57 163,856
2018-02-14 2017-12-31 13F-HR 76 220,581