SYM Financial Corp
C icon

SYM Financial Corp’s Citigroup C Stock Holding History

SYM Financial Corp’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$984K Buy
7,602
+1,122
+17% +$151K 0.07% 76
2026
Q2 		$907K Buy
6,480
+624
+11% +$81.2K 0.07% 79
2026
Q1 		$664K Buy
5,856
+47
+0.8% +$5.35K 0.07% 95
2025
Q4 		$678K Buy
5,809
+66
+1% +$6.85K 0.07% 85
2025
Q3 		$583K Sell
5,743
-1,967
-26% -$187K 0.06% 97
2025
Q2 		$656K Sell
7,710
-531
-6% -$38.4K 0.07% 96
2025
Q1 		$585K Buy
8,241
+1,098
+15% +$83.7K 0.07% 88
2024
Q4 		$503K Buy
7,143
+994
+16% +$67K 0.07% 94
2024
Q3 		$385K Buy
6,149
+344
+6% +$21.3K 0.05% 93
2024
Q2 		$368K Buy
+5,805
New +$358K 0.06% 77

Other funds holding C

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
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

SYM Financial Corp increased its Citigroup (C) stake by 17% in Q3 2026, buying an estimated $151K and bringing the position to 7,602 shares worth $984K. The position accounts for 0.07% of the portfolio, ranked #76.

SYM Financial Corp first reported a position in C in Q2 2024 and has held it in 10 quarters since. 1,509 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • SYM Financial Corp held 7,602 shares of Citigroup worth $984K as of Q3 2026.
  • SYM Financial Corp bought 1,122 Citigroup shares in Q3 2026, an estimated $151K.
  • Citigroup made up 0.07% of SYM Financial Corp's portfolio in Q3 2026, its #76 holding.
  • SYM Financial Corp first reported a position in Citigroup in Q2 2024 and has held it in 10 quarters since.
  • 1,509 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

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