SYM Financial Corp
CGSM icon

SYM Financial Corp’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

SYM Financial Corp’s Portfolio CGSM Stock Details CGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$199K Hold
7,739
– – 0.02% 415
2026
Q2 		$204K Hold
7,739
– – 0.02% 378
2026
Q1 		$203K Hold
7,739
– – 0.02% 314
2025
Q4 		$204K Buy
+7,739
New +$204K 0.02% 320

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

SYM Financial Corp held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q3 2026 at 7,739 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #415.

SYM Financial Corp first reported a position in CGSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $204K in Q2 2026. 63 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

  • SYM Financial Corp held 7,739 shares of Capital Group Short Duration Municipal Income ETF worth $199K as of Q3 2026.
  • SYM Financial Corp left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q3 2026.
  • Capital Group Short Duration Municipal Income ETF made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #415 holding.
  • SYM Financial Corp first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • SYM Financial Corp's Capital Group Short Duration Municipal Income ETF position peaked at $204K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

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