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 Q3	$903K	Buy	5,051 +790	+19%	+$128K	0.07%	88
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

SYM Financial Corp increased its Fortinet (FTNT) stake by 19% in Q3 2026, buying an estimated $128K and bringing the position to 5,051 shares worth $903K. The position accounts for 0.07% of the portfolio, ranked #88.

SYM Financial Corp first reported a position in FTNT in Q2 2024 and has held it in 10 quarters since. 963 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

SYM Financial Corp held 5,051 shares of Fortinet worth $903K as of Q3 2026.
SYM Financial Corp bought 790 Fortinet shares in Q3 2026, an estimated $128K.
Fortinet made up 0.07% of SYM Financial Corp's portfolio in Q3 2026, its #88 holding.
SYM Financial Corp first reported a position in Fortinet in Q2 2024 and has held it in 10 quarters since.
963 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

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