SYM Financial Corp
DNP icon

SYM Financial Corp’s DNP Select Income Fund DNP Stock Holding History

SYM Financial Corp’s Portfolio DNP Stock Details DNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$126K Hold
13,121
– – 0.01% 434
2026
Q2 		$142K Buy
13,121
+158
+1% +$1.69K 0.01% 397
2026
Q1 		$134K Buy
12,963
+244
+2% +$2.49K 0.01% 333
2025
Q4 		$127K Buy
12,719
+243
+2% +$2.45K 0.01% 339
2025
Q3 		$125K Buy
12,476
+244
+2% +$2.4K 0.01% 333
2025
Q2 		$120K Buy
12,232
+245
+2% +$2.36K 0.01% 328
2025
Q1 		$119K Buy
11,987
+244
+2% +$2.3K 0.01% 282
2024
Q4 		$104K Buy
11,743
+238
+2% +$2.24K 0.01% 258
2024
Q3 		$116K Buy
11,505
+245
+2% +$2.24K 0.02% 198
2024
Q2 		$92.6K Buy
+11,260
New +$97.7K 0.01% 184

Other funds holding DNP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $200M AUM 22.53% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
RDA Financial Network
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

SYM Financial Corp held its DNP Select Income Fund (DNP) position steady in Q3 2026 at 13,121 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #434.

SYM Financial Corp first reported a position in DNP in Q2 2024 and has held it in 10 quarters since. The position peaked at $142K in Q2 2026. 185 funds tracked by Wall St. Rank hold DNP as of Q3 2026.

  • SYM Financial Corp held 13,121 shares of DNP Select Income Fund worth $126K as of Q3 2026.
  • SYM Financial Corp left its DNP Select Income Fund share count unchanged in Q3 2026.
  • DNP Select Income Fund made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #434 holding.
  • SYM Financial Corp first reported a position in DNP Select Income Fund in Q2 2024 and has held it in 10 quarters since.
  • SYM Financial Corp's DNP Select Income Fund position peaked at $142K in Q2 2026.
  • 185 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2026.

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