SYM Financial Corp’s Ametek AME Stock Holding History

SYM Financial Corp’s Portfolio AME Stock Details AME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$712K	Buy	2,943 +41	+1%	+$9.45K	0.06%	97
2026 Q1	$622K	Sell	2,902 -66	-2%	-$14.7K	0.06%	102
2025 Q4	$609K	Buy	2,968 +151	+5%	+$29.4K	0.06%	101
2025 Q3	$530K	Buy	+2,817	New	+$518K	0.06%	110

Other funds holding AME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SYM Financial Corp's AME Position: Q2 2026 in Review

SYM Financial Corp increased its Ametek (AME) stake by 1.4% in Q2 2026, buying an estimated $9.45K and bringing the position to 2,943 shares worth $712K. The position accounts for 0.06% of the portfolio, ranked #97.

SYM Financial Corp first reported a position in AME in Q3 2025 and has held it in 4 quarters since. 1,199 funds tracked by Wall St. Rank hold AME as of Q2 2026.

SYM Financial Corp held 2,943 shares of Ametek worth $712K as of Q2 2026.
SYM Financial Corp bought 41 Ametek shares in Q2 2026, an estimated $9.45K.
Ametek made up 0.06% of SYM Financial Corp's portfolio in Q2 2026, its #97 holding.
SYM Financial Corp first reported a position in Ametek in Q3 2025 and has held it in 4 quarters since.
1,199 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.