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 Q2	$227K	Hold	11,873	–	–	0.02%	337
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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

SYM Financial Corp held its Energy Transfer Partners (ET) position steady in Q2 2026 at 11,873 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #337.

SYM Financial Corp first reported a position in ET in Q2 2023 and has held it in 13 quarters since. The position peaked at $301K in Q4 2024. 1,302 funds tracked by Wall St. Rank hold ET as of Q2 2026.

SYM Financial Corp held 11,873 shares of Energy Transfer Partners worth $227K as of Q2 2026.
SYM Financial Corp left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #337 holding.
SYM Financial Corp first reported a position in Energy Transfer Partners in Q2 2023 and has held it in 13 quarters since.
SYM Financial Corp's Energy Transfer Partners position peaked at $301K in Q4 2024.
1,302 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

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