SYM Financial Corp
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SYM Financial Corp’s CrowdStrike CRWD Stock Holding History

SYM Financial Corp’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$556K Buy
2,099
+191
+10% +$40.5K 0.04% 149
2026
Q2 		$364K Buy
+1,908
New +$271K 0.03% 211
2025
Q3 		– Sell
-1,676
Closed -$213K – 421
2025
Q2 		$213K Buy
+1,676
New +$182K 0.02% 297

Other funds holding CRWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

SYM Financial Corp increased its CrowdStrike (CRWD) stake by 10% in Q3 2026, buying an estimated $40.5K and bringing the position to 2,099 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #149.

SYM Financial Corp first reported a position in CRWD in Q2 2025 and has held it in 3 quarters since. 1,610 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • SYM Financial Corp held 2,099 shares of CrowdStrike worth $556K as of Q3 2026.
  • SYM Financial Corp bought 191 CrowdStrike shares in Q3 2026, an estimated $40.5K.
  • CrowdStrike made up 0.04% of SYM Financial Corp's portfolio in Q3 2026, its #149 holding.
  • SYM Financial Corp first reported a position in CrowdStrike in Q2 2025 and has held it in 3 quarters since.
  • 1,610 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

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