SFC
ETR icon

SYM Financial Corp’s Entergy ETR Stock Holding History

SYM Financial Corp’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$282K Buy
2,513
+34
+1% +$3.42K 0.03% 236
2025
Q4 		$229K Sell
2,479
-49
-2% -$4.65K 0.02% 286
2025
Q3 		$236K Buy
2,528
+32
+1% +$2.81K 0.03% 273
2025
Q2 		$207K Sell
2,496
-26
-1% -$2.15K 0.02% 302
2025
Q1 		$216K Buy
+2,522
New +$208K 0.03% 244

Other funds holding ETR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SYM Financial Corp increased its Entergy (ETR) stake by 1.4% in Q1 2026, buying an estimated $3.42K and bringing the position to 2,513 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #236.

SYM Financial Corp first reported a position in ETR in Q1 2025 and has held it in 5 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • SYM Financial Corp held 2,513 shares of Entergy worth $282K as of Q1 2026.
  • SYM Financial Corp bought 34 Entergy shares in Q1 2026, an estimated $3.42K.
  • Entergy made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #236 holding.
  • SYM Financial Corp first reported a position in Entergy in Q1 2025 and has held it in 5 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

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