SFC
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SYM Financial Corp’s Fortinet FTNT Stock Holding History

SYM Financial Corp’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$655K Sell
4,261
-777
-15% -$89.8K 0.05% 108
2026
Q1 		$412K Buy
5,038
+1,548
+44% +$125K 0.04% 159
2025
Q4 		$277K Buy
3,490
+750
+27% +$62.2K 0.03% 247
2025
Q3 		$230K Sell
2,740
-3,263
-54% -$291K 0.02% 285
2025
Q2 		$635K Buy
6,003
+193
+3% +$19.5K 0.07% 99
2025
Q1 		$559K Buy
5,810
+527
+10% +$53.4K 0.07% 96
2024
Q4 		$499K Buy
5,283
+1,069
+25% +$95.1K 0.06% 96
2024
Q3 		$327K Buy
4,214
+706
+20% +$48.2K 0.04% 111
2024
Q2 		$211K Buy
+3,508
New +$218K 0.03% 146

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SYM Financial Corp's FTNT Position: Q2 2026 in Review

SYM Financial Corp reduced its Fortinet (FTNT) stake by 15% in Q2 2026, selling an estimated $89.8K and leaving 4,261 shares worth $655K. The position accounts for 0.05% of the portfolio, ranked #108.

SYM Financial Corp first reported a position in FTNT in Q2 2024 and has held it in 9 quarters since. 1,581 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • SYM Financial Corp held 4,261 shares of Fortinet worth $655K as of Q2 2026.
  • SYM Financial Corp sold 777 Fortinet shares in Q2 2026, an estimated $89.8K.
  • Fortinet made up 0.05% of SYM Financial Corp's portfolio in Q2 2026, its #108 holding.
  • SYM Financial Corp first reported a position in Fortinet in Q2 2024 and has held it in 9 quarters since.
  • 1,581 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.