SYM Financial Corp
ETN icon

SYM Financial Corp’s Eaton ETN Stock Holding History

SYM Financial Corp’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$433K Buy
1,007
+31
+3% +$12.9K 0.03% 189
2026
Q2 		$416K Buy
976
+19
+2% +$7.66K 0.03% 184
2026
Q1 		$342K Buy
957
+152
+19% +$54.1K 0.03% 196
2025
Q4 		$256K Sell
805
-11
-1% -$3.9K 0.03% 266
2025
Q3 		$305K Buy
816
+4
+0.5% +$1.46K 0.03% 216
2025
Q2 		$290K Sell
812
-10
-1% -$3.08K 0.03% 219
2025
Q1 		$223K Buy
822
+47
+6% +$14.6K 0.03% 239
2024
Q4 		$257K Buy
775
+100
+15% +$35.1K 0.03% 181
2024
Q3 		$224K Sell
675
-265
-28% -$81K 0.03% 157
2024
Q2 		$295K Buy
+940
New +$303K 0.05% 98

Other funds holding ETN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

SYM Financial Corp increased its Eaton (ETN) stake by 3.2% in Q3 2026, buying an estimated $12.9K and bringing the position to 1,007 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #189.

SYM Financial Corp first reported a position in ETN in Q2 2024 and has held it in 10 quarters since. 1,645 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • SYM Financial Corp held 1,007 shares of Eaton worth $433K as of Q3 2026.
  • SYM Financial Corp bought 31 Eaton shares in Q3 2026, an estimated $12.9K.
  • Eaton made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #189 holding.
  • SYM Financial Corp first reported a position in Eaton in Q2 2024 and has held it in 10 quarters since.
  • 1,645 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

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