SYM Financial Corp
AMT icon

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
Q3 		$672K Buy
4,103
+2,444
+147% +$420K 0.05% 121
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

SYM Financial Corp increased its American Tower (AMT) stake by 147% in Q3 2026, buying an estimated $420K and bringing the position to 4,103 shares worth $672K. The position accounts for 0.05% of the portfolio, ranked #121.

SYM Financial Corp first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. 948 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • SYM Financial Corp held 4,103 shares of American Tower worth $672K as of Q3 2026.
  • SYM Financial Corp bought 2,444 American Tower shares in Q3 2026, an estimated $420K.
  • American Tower made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #121 holding.
  • SYM Financial Corp first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • 948 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

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