SYM Financial Corp
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SYM Financial Corp’s Bank of America BAC Stock Holding History

SYM Financial Corp’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$641K Buy
11,779
+735
+7% +$44.8K 0.05% 133
2026
Q2 		$629K Buy
11,044
+1,509
+16% +$80.3K 0.05% 114
2026
Q1 		$465K Sell
9,535
-311
-3% -$16K 0.05% 141
2025
Q4 		$542K Sell
9,846
-1,139
-10% -$60.2K 0.06% 122
2025
Q3 		$567K Buy
10,985
+1,246
+13% +$60.8K 0.06% 101
2025
Q2 		$461K Sell
9,739
-6,417
-40% -$270K 0.05% 134
2025
Q1 		$674K Buy
16,156
+171
+1% +$7.62K 0.08% 73
2024
Q4 		$703K Buy
15,985
+1,379
+9% +$60.7K 0.09% 64
2024
Q3 		$580K Buy
14,606
+877
+6% +$35.1K 0.08% 64
2024
Q2 		$546K Buy
+13,729
New +$526K 0.09% 51

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

SYM Financial Corp increased its Bank of America (BAC) stake by 6.7% in Q3 2026, buying an estimated $44.8K and bringing the position to 11,779 shares worth $641K. The position accounts for 0.05% of the portfolio, ranked #133.

SYM Financial Corp first reported a position in BAC in Q2 2024 and has held it in 10 quarters since. The position peaked at $703K in Q4 2024. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • SYM Financial Corp held 11,779 shares of Bank of America worth $641K as of Q3 2026.
  • SYM Financial Corp bought 735 Bank of America shares in Q3 2026, an estimated $44.8K.
  • Bank of America made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #133 holding.
  • SYM Financial Corp first reported a position in Bank of America in Q2 2024 and has held it in 10 quarters since.
  • SYM Financial Corp's Bank of America position peaked at $703K in Q4 2024.
  • 2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

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