SYM Financial Corp’s Ashland ASH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,858	Closed	-$233K	–	424
2025 Q3	$233K	Sell	4,858 -1,566	-24%	-$82.3K	0.02%	279
2025 Q2	$323K	Buy	+6,424	New	+$327K	0.04%	192

Other funds holding ASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

SYM Financial Corp's ASH Position: Q4 2025 in Review

SYM Financial Corp sold out of Ashland (ASH) in Q4 2025, closing a stake of 4,858 shares — an estimated $233K sold.

SYM Financial Corp first reported a position in ASH in Q2 2025 and held it in 2 quarters. The position peaked at $323K in Q2 2025. 334 funds tracked by Wall St. Rank hold ASH as of Q4 2025.

SYM Financial Corp reported no remaining Ashland position as of Q4 2025 after selling out during the quarter.
SYM Financial Corp sold 4,858 Ashland shares in Q4 2025, an estimated $233K.
SYM Financial Corp first reported a position in Ashland in Q2 2025 and held it in 2 quarters.
SYM Financial Corp's Ashland position peaked at $323K in Q2 2025.
334 funds tracked by Wall St. Rank held Ashland as of Q4 2025.

Based on SYM Financial Corp's 13F filing for Q4 2025, filed 13 Feb 2026.