SYM Financial Corp
CVS icon

SYM Financial Corp’s CVS Health CVS Stock Holding History

SYM Financial Corp’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$329K Buy
3,840
+158
+4% +$15.5K 0.03% 262
2026
Q2 		$381K Buy
3,682
+197
+6% +$17.6K 0.03% 198
2026
Q1 		$250K Sell
3,485
-424
-11% -$32.7K 0.03% 259
2025
Q4 		$310K Buy
3,909
+25
+0.6% +$1.97K 0.03% 219
2025
Q3 		$293K Sell
3,884
-560
-13% -$38.4K 0.03% 225
2025
Q2 		$307K Sell
4,444
-656
-13% -$43K 0.03% 205
2025
Q1 		$346K Buy
+5,100
New +$305K 0.04% 150

Other funds holding CVS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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

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

SYM Financial Corp increased its CVS Health (CVS) stake by 4.3% in Q3 2026, buying an estimated $15.5K and bringing the position to 3,840 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #262.

SYM Financial Corp first reported a position in CVS in Q1 2025 and has held it in 7 quarters since. The position peaked at $381K in Q2 2026. 1,129 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • SYM Financial Corp held 3,840 shares of CVS Health worth $329K as of Q3 2026.
  • SYM Financial Corp bought 158 CVS Health shares in Q3 2026, an estimated $15.5K.
  • CVS Health made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #262 holding.
  • SYM Financial Corp first reported a position in CVS Health in Q1 2025 and has held it in 7 quarters since.
  • SYM Financial Corp's CVS Health position peaked at $381K in Q2 2026.
  • 1,129 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

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