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SYM Financial Corp’s Dow Inc DOW Stock Holding History

SYM Financial Corp’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2M Buy
554,157
+2,386
+0.4% +$86.6K 1.22% 8
2026
Q1 		$23M Buy
551,771
+3,222
+0.6% +$102K 2.3% 7
2025
Q4 		$12.8M Sell
548,549
-1,638
-0.3% -$37.7K 1.32% 9
2025
Q3 		$12.6M Buy
550,187
+1,294
+0.2% +$32.2K 1.35% 8
2025
Q2 		$14.5M Buy
548,893
+30,085
+6% +$875K 1.63% 8
2025
Q1 		$18.1M Buy
518,808
+917
+0.2% +$35.2K 2.23% 7
2024
Q4 		$20.8M Buy
517,891
+3,506
+0.7% +$164K 2.69% 6
2024
Q3 		$28.1M Sell
514,385
-8,357
-2% -$441K 3.76% 6
2024
Q2 		$27.7M Sell
522,742
-72,275
-12% -$4.13M 4.42% 6
2024
Q1 		$34.5M Sell
595,017
-2,431
-0.4% -$134K 5.69% 5
2023
Q4 		$32.8M Sell
597,448
-6,385
-1% -$326K 5.3% 6
2023
Q3 		$31.1M Buy
603,833
+72,077
+14% +$3.87M 5.53% 6
2023
Q2 		$28.3M Sell
531,756
-421
-0.1% -$22.4K 5.74% 5
2023
Q1 		$29.2M Sell
532,177
-200
-0% -$11.3K 6.44% 5
2022
Q4 		$26.8M Buy
532,377
+1,242
+0.2% +$60.7K 6.38% 4
2022
Q3 		$23.3M Sell
531,135
-27
-0% -$1.37K 11.3% 4
2022
Q2 		$27.4M Sell
531,162
-856
-0.2% -$54.8K 12.97% 2
2022
Q1 		$33.9M Buy
532,018
+227
+0% +$13.7K 14.57% 2
2021
Q4 		$30.2M Hold
531,791
– – 11.74% 3
2021
Q3 		$30.6M Hold
531,791
– – 17.96% 2
2021
Q2 		$33.7M Sell
531,791
-6,779
-1% -$448K 19.22% 2
2021
Q1 		$34.4M Buy
538,570
+6,422
+1% +$384K 19.81% 2
2020
Q4 		$29.5M Sell
532,148
-2,005
-0.4% -$104K 21.65% 3
2020
Q3 		$25.1M Sell
534,153
-49
-0% -$2.2K 18.82% 3
2020
Q2 		$21.8M Hold
534,202
– – 17.56% 4
2020
Q1 		$15.6M Buy
534,202
+85,020
+19% +$3.61M 15.7% 3
2019
Q4 		$24.6M Sell
449,182
-3,631
-0.8% -$188K 16.24% 4
2019
Q3 		$21.6M Buy
452,813
+4,246
+0.9% +$199K 14.43% 4
2019
Q2 		$22.1M Buy
+448,567
New +$23.7M 14.21% 4

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

SYM Financial Corp increased its Dow Inc (DOW) stake by 0.43% in Q2 2026, buying an estimated $86.6K and bringing the position to 554,157 shares worth $15.2M. The position accounts for 1.22% of the portfolio, ranked #8.

SYM Financial Corp first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $34.5M in Q1 2024. 1,204 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • SYM Financial Corp held 554,157 shares of Dow Inc worth $15.2M as of Q2 2026.
  • SYM Financial Corp bought 2,386 Dow Inc shares in Q2 2026, an estimated $86.6K.
  • Dow Inc made up 1.22% of SYM Financial Corp's portfolio in Q2 2026, its #8 holding.
  • SYM Financial Corp first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • SYM Financial Corp's Dow Inc position peaked at $34.5M in Q1 2024.
  • 1,204 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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