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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
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

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SYM Financial Corp's CHTR Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Charter Communications (CHTR) in Q2 2026: 2,335 shares worth $332K. The stake represents 0.03% of the portfolio and ranks #231 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in CHTR as recently as Q4 2025.

SYM Financial Corp first reported a position in CHTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $350K in Q3 2025. 787 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • SYM Financial Corp held 2,335 shares of Charter Communications worth $332K as of Q2 2026.
  • Charter Communications was a new SYM Financial Corp position in Q2 2026.
  • Charter Communications made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #231 holding.
  • SYM Financial Corp first reported a position in Charter Communications in Q3 2025 and has held it in 3 quarters since.
  • SYM Financial Corp's Charter Communications position peaked at $350K in Q3 2025.
  • 787 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.