SYM Financial Corp’s Energy Transfer Partners ET Stock Holding History

SYM Financial Corp’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$229K	Sell	11,873 -3,468	-23%	-$63.5K	0.02%	284
2025 Q4	$253K	Hold	15,341	–	–	0.03%	270
2025 Q3	$263K	Hold	15,341	–	–	0.03%	247
2025 Q2	$278K	Hold	15,341	–	–	0.03%	226
2025 Q1	$285K	Hold	15,341	–	–	0.04%	179
2024 Q4	$301K	Hold	15,341	–	–	0.04%	158
2024 Q3	$246K	Hold	15,341	–	–	0.03%	141
2024 Q2	$249K	Hold	15,341	–	–	0.04%	118
2024 Q1	$241K	Sell	15,341 -5,000	-25%	-$72.8K	0.04%	87
2023 Q4	$281K	Buy	20,341 +41	+0.2%	+$557	0.05%	78
2023 Q3	$285K	Buy	20,300 +4,000	+25%	+$53.1K	0.05%	71
2023 Q2	$207K	Buy	+16,300	New	+$207K	0.04%	62

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

SYM Financial Corp's ET Position: Q1 2026 in Review

SYM Financial Corp reduced its Energy Transfer Partners (ET) stake by 23% in Q1 2026, selling an estimated $63.5K and leaving 11,873 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #284.

SYM Financial Corp first reported a position in ET in Q2 2023 and has held it in 12 quarters since. The position peaked at $301K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

SYM Financial Corp held 11,873 shares of Energy Transfer Partners worth $229K as of Q1 2026.
SYM Financial Corp sold 3,468 Energy Transfer Partners shares in Q1 2026, an estimated $63.5K.
Energy Transfer Partners made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #284 holding.
SYM Financial Corp first reported a position in Energy Transfer Partners in Q2 2023 and has held it in 12 quarters since.
SYM Financial Corp's Energy Transfer Partners position peaked at $301K in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.