SYM Financial Corp
CPRT icon

SYM Financial Corp’s Copart CPRT Stock Holding History

SYM Financial Corp’s Portfolio CPRT Stock Details CPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$240K Sell
8,802
-6,100
-41% -$183K 0.02% 351
2026
Q2 		$420K Sell
14,902
-2,064
-12% -$66.7K 0.03% 182
2026
Q1 		$563K Buy
16,966
+652
+4% +$24.5K 0.06% 116
2025
Q4 		$639K Sell
16,314
-1,389
-8% -$57.6K 0.07% 94
2025
Q3 		$796K Buy
17,703
+7,150
+68% +$337K 0.09% 65
2025
Q2 		$518K Sell
10,553
-6,235
-37% -$349K 0.06% 120
2025
Q1 		$950K Sell
16,788
-603
-3% -$33.9K 0.12% 54
2024
Q4 		$998K Buy
+17,391
New +$990K 0.13% 46

Other funds holding CPRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

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

SYM Financial Corp reduced its Copart (CPRT) stake by 41% in Q3 2026, selling an estimated $183K and leaving 8,802 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #351.

SYM Financial Corp first reported a position in CPRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $998K in Q4 2024. 612 funds tracked by Wall St. Rank hold CPRT as of Q3 2026.

  • SYM Financial Corp held 8,802 shares of Copart worth $240K as of Q3 2026.
  • SYM Financial Corp sold 6,100 Copart shares in Q3 2026, an estimated $183K.
  • Copart made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #351 holding.
  • SYM Financial Corp first reported a position in Copart in Q4 2024 and has held it in 8 quarters since.
  • SYM Financial Corp's Copart position peaked at $998K in Q4 2024.
  • 612 funds tracked by Wall St. Rank held Copart as of Q3 2026.

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