Osaic Holdings’s Grupo SIMEC SIM Stock Holding History

Osaic Holdings’s Portfolio SIM Stock Details SIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.87K	Hold	166	–	–	﹤0.01%	6696
2025 Q4	$4.92K	Hold	166	–	–	﹤0.01%	6709
2025 Q3	$4.65K	Hold	166	–	–	﹤0.01%	6793
2025 Q2	$4.48K	Hold	166	–	–	﹤0.01%	6603
2025 Q1	$4.35K	Sell	166 -18	-10%	-$469	﹤0.01%	6248
2024 Q4	$4.83K	Buy	184 +18	+11%	+$486	﹤0.01%	6217
2024 Q3	$4.59K	Sell	166 -7	-4%	-$199	﹤0.01%	6245
2024 Q2	$5.02K	Buy	173 +7	+4%	+$221	﹤0.01%	6169
2024 Q1	$5.38K	Hold	166	–	–	﹤0.01%	6048
2023 Q4	$5.17K	Hold	166	–	–	﹤0.01%	6159
2023 Q3	$5.35K	Buy	+166	New	+$5.75K	﹤0.01%	6244
2022 Q1	–	Sell	-150	Closed	-$4K	–	7466
2021 Q4	$4K	Hold	150	–	–	﹤0.01%	6776
2021 Q3	$4K	Hold	150	–	–	﹤0.01%	6651
2021 Q2	$4K	Hold	150	–	–	﹤0.01%	6512
2021 Q1	$2K	Hold	150	–	–	﹤0.01%	6520
2020 Q4	$2K	Sell	150 -1	-0.7%	-$9	﹤0.01%	6102
2020 Q3	$1K	Hold	151	–	–	﹤0.01%	6065
2020 Q2	$1K	Hold	151	–	–	﹤0.01%	5978
2020 Q1	$1K	Buy	+151	New	+$1.43K	﹤0.01%	5907

Other funds holding SIM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Osaic Holdings's SIM Position: Q1 2026 in Review

Osaic Holdings held its Grupo SIMEC (SIM) position steady in Q1 2026 at 166 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #6696.

Osaic Holdings first reported a position in SIM in Q1 2020 and has held it in 19 quarters since. The position peaked at $5.38K in Q1 2024. 12 funds tracked by Wall St. Rank hold SIM as of Q1 2026.

Osaic Holdings held 166 shares of Grupo SIMEC worth $4.87K as of Q1 2026.
Osaic Holdings left its Grupo SIMEC share count unchanged in Q1 2026.
Grupo SIMEC made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6696 holding.
Osaic Holdings first reported a position in Grupo SIMEC in Q1 2020 and has held it in 19 quarters since.
Osaic Holdings's Grupo SIMEC position peaked at $5.38K in Q1 2024.
12 funds tracked by Wall St. Rank held Grupo SIMEC as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.