SYM Financial Corp
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SYM Financial Corp’s BHP BHP Stock Holding History

SYM Financial Corp’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$220K Buy
+2,597
New +$226K 0.02% 374

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UBS Group
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Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

SYM Financial Corp opened a new position in BHP (BHP) in Q3 2026: 2,597 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #374 among its holdings.

537 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • SYM Financial Corp held 2,597 shares of BHP worth $220K as of Q3 2026.
  • BHP was a new SYM Financial Corp position in Q3 2026.
  • BHP made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #374 holding.
  • 537 funds tracked by Wall St. Rank held BHP as of Q3 2026.

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