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SYM Financial Corp’s D.R. Horton DHI Stock Holding History

SYM Financial Corp’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$225K Sell
1,636
-459
-22% -$69.3K 0.02% 289
2025
Q4 		$302K Buy
2,095
+346
+20% +$52.7K 0.03% 223
2025
Q3 		$296K Buy
+1,749
New +$275K 0.03% 221
2024
Q4 		– Sell
-1,121
Closed -$214K – 344
2024
Q3 		$214K Buy
+1,121
New +$197K 0.03% 166

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYM Financial Corp's DHI Position: Q1 2026 in Review

SYM Financial Corp reduced its D.R. Horton (DHI) stake by 22% in Q1 2026, selling an estimated $69.3K and leaving 1,636 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #289.

SYM Financial Corp first reported a position in DHI in Q3 2024 and has held it in 4 quarters since. The position peaked at $302K in Q4 2025. 1,144 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • SYM Financial Corp held 1,636 shares of D.R. Horton worth $225K as of Q1 2026.
  • SYM Financial Corp sold 459 D.R. Horton shares in Q1 2026, an estimated $69.3K.
  • D.R. Horton made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #289 holding.
  • SYM Financial Corp first reported a position in D.R. Horton in Q3 2024 and has held it in 4 quarters since.
  • SYM Financial Corp's D.R. Horton position peaked at $302K in Q4 2025.
  • 1,144 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.