SYM Financial Corp
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
Q3 		$251K Sell
2,530
-15
-0.6% -$1.62K 0.02% 336
2026
Q2 		$292K Buy
2,545
+32
+1% +$3.61K 0.02% 266
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% +$2.82K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

SYM Financial Corp reduced its Entergy (ETR) stake by 0.59% in Q3 2026, selling an estimated $1.62K and leaving 2,530 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #336.

SYM Financial Corp first reported a position in ETR in Q1 2025 and has held it in 7 quarters since. The position peaked at $292K in Q2 2026. 680 funds tracked by Wall St. Rank hold ETR as of Q3 2026.

  • SYM Financial Corp held 2,530 shares of Entergy worth $251K as of Q3 2026.
  • SYM Financial Corp sold 15 Entergy shares in Q3 2026, an estimated $1.62K.
  • Entergy made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #336 holding.
  • SYM Financial Corp first reported a position in Entergy in Q1 2025 and has held it in 7 quarters since.
  • SYM Financial Corp's Entergy position peaked at $292K in Q2 2026.
  • 680 funds tracked by Wall St. Rank held Entergy as of Q3 2026.

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