SYM Financial Corp
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SYM Financial Corp’s Five Below FIVE Stock Holding History

SYM Financial Corp’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$321K Buy
+1,462
New +$328K 0.02% 270

Other funds holding FIVE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

SYM Financial Corp opened a new position in Five Below (FIVE) in Q3 2026: 1,462 shares worth $321K. The stake represents 0.02% of the portfolio and ranks #270 among its holdings.

366 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • SYM Financial Corp held 1,462 shares of Five Below worth $321K as of Q3 2026.
  • Five Below was a new SYM Financial Corp position in Q3 2026.
  • Five Below made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #270 holding.
  • 366 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

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