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SYM Financial Corp’s Ericsson ERIC Stock Holding History

SYM Financial Corp’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125K Buy
+11,202
New +$135K 0.01% 407
2025
Q3 		– Sell
-11,179
Closed -$94.8K – 424
2025
Q2 		$94.8K Buy
+11,179
New +$91.9K 0.01% 339

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

SYM Financial Corp opened a new position in Ericsson (ERIC) in Q2 2026: 11,202 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in ERIC as recently as Q2 2025.

SYM Financial Corp first reported a position in ERIC in Q2 2025 and has held it in 2 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • SYM Financial Corp held 11,202 shares of Ericsson worth $125K as of Q2 2026.
  • Ericsson was a new SYM Financial Corp position in Q2 2026.
  • Ericsson made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #407 holding.
  • SYM Financial Corp first reported a position in Ericsson in Q2 2025 and has held it in 2 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

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