SFC
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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
Q1 		$203K Hold
7,739
– – 0.02% 314
2025
Q4 		$204K Buy
+7,739
New +$204K 0.02% 320

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SYM Financial Corp's CGSM Position: Q1 2026 in Review

SYM Financial Corp held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q1 2026 at 7,739 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #314.

SYM Financial Corp first reported a position in CGSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $204K in Q4 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • SYM Financial Corp held 7,739 shares of Capital Group Short Duration Municipal Income ETF worth $203K as of Q1 2026.
  • SYM Financial Corp left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q1 2026.
  • Capital Group Short Duration Municipal Income ETF made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #314 holding.
  • SYM Financial Corp first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • SYM Financial Corp's Capital Group Short Duration Municipal Income ETF position peaked at $204K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.