SYM Financial Corp
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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
Q3 		$389K Buy
15,851
+8,050
+103% +$206K 0.03% 218
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

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

SYM Financial Corp increased its Carnival Corporation Ltd (CCL) stake by 103% in Q3 2026, buying an estimated $206K and bringing the position to 15,851 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #218.

SYM Financial Corp first reported a position in CCL in Q4 2024 and has held it in 4 quarters since. 538 funds tracked by Wall St. Rank hold CCL as of Q3 2026.

  • SYM Financial Corp held 15,851 shares of Carnival Corporation Ltd worth $389K as of Q3 2026.
  • SYM Financial Corp bought 8,050 Carnival Corporation Ltd shares in Q3 2026, an estimated $206K.
  • Carnival Corporation Ltd made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #218 holding.
  • SYM Financial Corp first reported a position in Carnival Corporation Ltd in Q4 2024 and has held it in 4 quarters since.
  • 538 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2026.

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