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SYM Financial Corp’s Carnival Corporation Ltd CCL Stock Holding History

SYM Financial Corp’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223K Buy
+7,801
New +$213K 0.02% 346
2025
Q2 		– Sell
-10,082
Closed -$197K – 425
2025
Q1 		$197K Sell
10,082
-2,562
-20% -$60.9K 0.02% 266
2024
Q4 		$315K Buy
+12,644
New +$296K 0.04% 150

Other funds holding CCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SYM Financial Corp's CCL Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Carnival Corporation Ltd (CCL) in Q2 2026: 7,801 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #346 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in CCL as recently as Q1 2025.

SYM Financial Corp first reported a position in CCL in Q4 2024 and has held it in 3 quarters since. The position peaked at $315K in Q4 2024. 1,037 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • SYM Financial Corp held 7,801 shares of Carnival Corporation Ltd worth $223K as of Q2 2026.
  • Carnival Corporation Ltd was a new SYM Financial Corp position in Q2 2026.
  • Carnival Corporation Ltd made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #346 holding.
  • SYM Financial Corp first reported a position in Carnival Corporation Ltd in Q4 2024 and has held it in 3 quarters since.
  • SYM Financial Corp's Carnival Corporation Ltd position peaked at $315K in Q4 2024.
  • 1,037 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.