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 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%	+$2.35K	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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SYM Financial Corp's DNP Position: Q2 2026 in Review

SYM Financial Corp increased its DNP Select Income Fund (DNP) stake by 1.2% in Q2 2026, buying an estimated $1.69K and bringing the position to 13,121 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #397.

SYM Financial Corp first reported a position in DNP in Q2 2024 and has held it in 9 quarters since. 331 funds tracked by Wall St. Rank hold DNP as of Q2 2026.

SYM Financial Corp held 13,121 shares of DNP Select Income Fund worth $142K as of Q2 2026.
SYM Financial Corp bought 158 DNP Select Income Fund shares in Q2 2026, an estimated $1.69K.
DNP Select Income Fund made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #397 holding.
SYM Financial Corp first reported a position in DNP Select Income Fund in Q2 2024 and has held it in 9 quarters since.
331 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.