SYM Financial Corp
ERIC icon

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
Q3 		$112K Buy
12,254
+1,052
+9% +$10.6K 0.01% 443
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Azzad Asset Management
Azzad Asset Management Falls Church, Virginia $1.11B AUM 30.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

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

SYM Financial Corp increased its Ericsson (ERIC) stake by 9.4% in Q3 2026, buying an estimated $10.6K and bringing the position to 12,254 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #443.

SYM Financial Corp first reported a position in ERIC in Q2 2025 and has held it in 3 quarters since. The position peaked at $125K in Q2 2026. 181 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

  • SYM Financial Corp held 12,254 shares of Ericsson worth $112K as of Q3 2026.
  • SYM Financial Corp bought 1,052 Ericsson shares in Q3 2026, an estimated $10.6K.
  • Ericsson made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #443 holding.
  • SYM Financial Corp first reported a position in Ericsson in Q2 2025 and has held it in 3 quarters since.
  • SYM Financial Corp's Ericsson position peaked at $125K in Q2 2026.
  • 181 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

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