SYM Financial Corp
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SYM Financial Corp’s American Electric Power AEP Stock Holding History

SYM Financial Corp’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$291K Buy
2,450
+362
+17% +$45.8K 0.02% 297
2026
Q2 		$286K Buy
2,088
+25
+1% +$3.29K 0.02% 272
2026
Q1 		$270K Buy
2,063
+69
+3% +$8.63K 0.03% 244
2025
Q4 		$230K Sell
1,994
-19
-0.9% -$2.24K 0.02% 283
2025
Q3 		$226K Buy
+2,013
New +$220K 0.02% 288

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SYM Financial Corp's AEP Position: Q3 2026 in Review

SYM Financial Corp increased its American Electric Power (AEP) stake by 17% in Q3 2026, buying an estimated $45.8K and bringing the position to 2,450 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #297.

SYM Financial Corp first reported a position in AEP in Q3 2025 and has held it in 5 quarters since. 1,099 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • SYM Financial Corp held 2,450 shares of American Electric Power worth $291K as of Q3 2026.
  • SYM Financial Corp bought 362 American Electric Power shares in Q3 2026, an estimated $45.8K.
  • American Electric Power made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #297 holding.
  • SYM Financial Corp first reported a position in American Electric Power in Q3 2025 and has held it in 5 quarters since.
  • 1,099 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.