SYM Financial Corp
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SYM Financial Corp’s Evergy EVRG Stock Holding History

SYM Financial Corp’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$385K Buy
4,906
+125
+3% +$10.4K 0.03% 220
2026
Q2 		$413K Buy
4,781
+551
+13% +$45.6K 0.03% 185
2026
Q1 		$347K Buy
4,230
+192
+5% +$15.2K 0.03% 191
2025
Q4 		$293K Buy
4,038
+14
+0.3% +$1.06K 0.03% 229
2025
Q3 		$306K Buy
4,024
+80
+2% +$5.7K 0.03% 215
2025
Q2 		$272K Buy
3,944
+111
+3% +$7.46K 0.03% 232
2025
Q1 		$264K Buy
3,833
+137
+4% +$8.97K 0.03% 196
2024
Q4 		$227K Buy
+3,696
New +$229K 0.03% 208

Other funds holding EVRG

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

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

SYM Financial Corp increased its Evergy (EVRG) stake by 2.6% in Q3 2026, buying an estimated $10.4K and bringing the position to 4,906 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #220.

SYM Financial Corp first reported a position in EVRG in Q4 2024 and has held it in 8 quarters since. The position peaked at $413K in Q2 2026. 466 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • SYM Financial Corp held 4,906 shares of Evergy worth $385K as of Q3 2026.
  • SYM Financial Corp bought 125 Evergy shares in Q3 2026, an estimated $10.4K.
  • Evergy made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #220 holding.
  • SYM Financial Corp first reported a position in Evergy in Q4 2024 and has held it in 8 quarters since.
  • SYM Financial Corp's Evergy position peaked at $413K in Q2 2026.
  • 466 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

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