SYM Financial Corp
CL icon

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
Q3 		$354K Sell
4,146
-63
-1% -$5.7K 0.03% 239
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

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

SYM Financial Corp reduced its Colgate-Palmolive (CL) stake by 1.5% in Q3 2026, selling an estimated $5.7K and leaving 4,146 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #239.

SYM Financial Corp first reported a position in CL in Q3 2024 and has held it in 3 quarters since. The position peaked at $386K in Q2 2026. 1,220 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • SYM Financial Corp held 4,146 shares of Colgate-Palmolive worth $354K as of Q3 2026.
  • SYM Financial Corp sold 63 Colgate-Palmolive shares in Q3 2026, an estimated $5.7K.
  • Colgate-Palmolive made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #239 holding.
  • SYM Financial Corp first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 3 quarters since.
  • SYM Financial Corp's Colgate-Palmolive position peaked at $386K in Q2 2026.
  • 1,220 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

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