SYM Financial Corp
BCS icon

SYM Financial Corp’s Barclays BCS Stock Holding History

SYM Financial Corp’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$371K Buy
15,284
+1,171
+8% +$31.5K 0.03% 227
2026
Q2 		$379K Buy
14,113
+2,017
+17% +$48.6K 0.03% 200
2026
Q1 		$256K Buy
12,096
+90
+0.7% +$2.19K 0.03% 251
2025
Q4 		$306K Sell
12,006
-96
-0.8% -$2.13K 0.03% 221
2025
Q3 		$250K Sell
12,102
-5,671
-32% -$112K 0.03% 256
2025
Q2 		$330K Sell
17,773
-1,574
-8% -$26K 0.04% 186
2025
Q1 		$297K Buy
19,347
+2,073
+12% +$31K 0.04% 171
2024
Q4 		$230K Buy
17,274
+1,149
+7% +$14.9K 0.03% 205
2024
Q3 		$196K Buy
16,125
+410
+3% +$4.8K 0.03% 180
2024
Q2 		$168K Buy
+15,715
New +$163K 0.03% 165

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

SYM Financial Corp increased its Barclays (BCS) stake by 8.3% in Q3 2026, buying an estimated $31.5K and bringing the position to 15,284 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #227.

SYM Financial Corp first reported a position in BCS in Q2 2024 and has held it in 10 quarters since. The position peaked at $379K in Q2 2026. 298 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • SYM Financial Corp held 15,284 shares of Barclays worth $371K as of Q3 2026.
  • SYM Financial Corp bought 1,171 Barclays shares in Q3 2026, an estimated $31.5K.
  • Barclays made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #227 holding.
  • SYM Financial Corp first reported a position in Barclays in Q2 2024 and has held it in 10 quarters since.
  • SYM Financial Corp's Barclays position peaked at $379K in Q2 2026.
  • 298 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

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