SYM Financial Corp
CHTR icon

SYM Financial Corp’s Charter Communications CHTR Stock Holding History

SYM Financial Corp’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$204K Sell
1,835
-500
-21% -$69.6K 0.02% 404
2026
Q2 		$332K Buy
+2,335
New +$390K 0.03% 231
2026
Q1 		– Sell
-960
Closed -$200K – 422
2025
Q4 		$200K Sell
960
-314
-25% -$70.6K 0.02% 323
2025
Q3 		$350K Buy
+1,274
New +$385K 0.04% 182

Other funds holding CHTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

SYM Financial Corp reduced its Charter Communications (CHTR) stake by 21% in Q3 2026, selling an estimated $69.6K and leaving 1,835 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #404.

SYM Financial Corp first reported a position in CHTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $350K in Q3 2025. 367 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • SYM Financial Corp held 1,835 shares of Charter Communications worth $204K as of Q3 2026.
  • SYM Financial Corp sold 500 Charter Communications shares in Q3 2026, an estimated $69.6K.
  • Charter Communications made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #404 holding.
  • SYM Financial Corp first reported a position in Charter Communications in Q3 2025 and has held it in 4 quarters since.
  • SYM Financial Corp's Charter Communications position peaked at $350K in Q3 2025.
  • 367 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

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