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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SYM Financial Corp's FTNT Position: Q1 2026 in Review

SYM Financial Corp increased its Fortinet (FTNT) stake by 44% in Q1 2026, buying an estimated $125K and bringing the position to 5,038 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #159.

SYM Financial Corp first reported a position in FTNT in Q2 2024 and has held it in 8 quarters since. The position peaked at $635K in Q2 2025. 1,320 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • SYM Financial Corp held 5,038 shares of Fortinet worth $412K as of Q1 2026.
  • SYM Financial Corp bought 1,548 Fortinet shares in Q1 2026, an estimated $125K.
  • Fortinet made up 0.04% of SYM Financial Corp's portfolio in Q1 2026, its #159 holding.
  • SYM Financial Corp first reported a position in Fortinet in Q2 2024 and has held it in 8 quarters since.
  • SYM Financial Corp's Fortinet position peaked at $635K in Q2 2025.
  • 1,320 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.