SYM Financial Corp
AME icon

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
Q3 		$860K Buy
3,473
+530
+18% +$128K 0.07% 93
2026
Q2 		$712K Buy
2,943
+41
+1% +$9.44K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

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

SYM Financial Corp increased its Ametek (AME) stake by 18% in Q3 2026, buying an estimated $128K and bringing the position to 3,473 shares worth $860K. The position accounts for 0.07% of the portfolio, ranked #93.

SYM Financial Corp first reported a position in AME in Q3 2025 and has held it in 5 quarters since. 626 funds tracked by Wall St. Rank hold AME as of Q3 2026.

  • SYM Financial Corp held 3,473 shares of Ametek worth $860K as of Q3 2026.
  • SYM Financial Corp bought 530 Ametek shares in Q3 2026, an estimated $128K.
  • Ametek made up 0.07% of SYM Financial Corp's portfolio in Q3 2026, its #93 holding.
  • SYM Financial Corp first reported a position in Ametek in Q3 2025 and has held it in 5 quarters since.
  • 626 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

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