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SYM Financial Corp’s American Tower AMT Stock Holding History

SYM Financial Corp’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$271K Buy
+1,659
New +$299K 0.02% 283
2026
Q1 		– Sell
-1,713
Closed -$301K – 419
2025
Q4 		$301K Buy
+1,713
New +$312K 0.03% 225

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

SYM Financial Corp opened a new position in American Tower (AMT) in Q2 2026: 1,659 shares worth $271K. The stake represents 0.02% of the portfolio and ranks #283 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in AMT as recently as Q4 2025.

SYM Financial Corp first reported a position in AMT in Q4 2025 and has held it in 2 quarters since. The position peaked at $301K in Q4 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • SYM Financial Corp held 1,659 shares of American Tower worth $271K as of Q2 2026.
  • American Tower was a new SYM Financial Corp position in Q2 2026.
  • American Tower made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #283 holding.
  • SYM Financial Corp first reported a position in American Tower in Q4 2025 and has held it in 2 quarters since.
  • SYM Financial Corp's American Tower position peaked at $301K in Q4 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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