SYM Financial Corp
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SYM Financial Corp’s Citizens Financial Group CFG Stock Holding History

SYM Financial Corp’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$453K Buy
7,104
+47
+0.7% +$3.31K 0.03% 183
2026
Q2 		$494K Buy
7,057
+439
+7% +$28.3K 0.04% 150
2026
Q1 		$397K Hold
6,618
– – 0.04% 168
2025
Q4 		$387K Buy
6,618
+668
+11% +$35.9K 0.04% 172
2025
Q3 		$316K Sell
5,950
-2,729
-31% -$136K 0.03% 205
2025
Q2 		$388K Sell
8,679
-357
-4% -$14.1K 0.04% 160
2025
Q1 		$370K Buy
9,036
+770
+9% +$34.4K 0.05% 141
2024
Q4 		$362K Buy
8,266
+1,290
+18% +$57K 0.05% 131
2024
Q3 		$287K Buy
6,976
+322
+5% +$13K 0.04% 120
2024
Q2 		$240K Buy
+6,654
New +$232K 0.04% 124

Other funds holding CFG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

SYM Financial Corp increased its Citizens Financial Group (CFG) stake by 0.67% in Q3 2026, buying an estimated $3.31K and bringing the position to 7,104 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #183.

SYM Financial Corp first reported a position in CFG in Q2 2024 and has held it in 10 quarters since. The position peaked at $494K in Q2 2026. 577 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • SYM Financial Corp held 7,104 shares of Citizens Financial Group worth $453K as of Q3 2026.
  • SYM Financial Corp bought 47 Citizens Financial Group shares in Q3 2026, an estimated $3.31K.
  • Citizens Financial Group made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #183 holding.
  • SYM Financial Corp first reported a position in Citizens Financial Group in Q2 2024 and has held it in 10 quarters since.
  • SYM Financial Corp's Citizens Financial Group position peaked at $494K in Q2 2026.
  • 577 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

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