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SYM Financial Corp’s Colgate-Palmolive CL Stock Holding History

SYM Financial Corp’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$386K Buy
+4,209
New +$368K 0.03% 196
2024
Q4 		– Sell
-2,259
Closed -$235K – 342
2024
Q3 		$235K Buy
+2,259
New +$230K 0.03% 148

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

SYM Financial Corp opened a new position in Colgate-Palmolive (CL) in Q2 2026: 4,209 shares worth $386K. The stake represents 0.03% of the portfolio and ranks #196 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in CL as recently as Q3 2024.

SYM Financial Corp first reported a position in CL in Q3 2024 and has held it in 2 quarters since. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • SYM Financial Corp held 4,209 shares of Colgate-Palmolive worth $386K as of Q2 2026.
  • Colgate-Palmolive was a new SYM Financial Corp position in Q2 2026.
  • Colgate-Palmolive made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #196 holding.
  • SYM Financial Corp first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 2 quarters since.
  • 2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

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