SYM Financial Corp
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SYM Financial Corp’s Gabelli Equity Trust GAB Stock Holding History

SYM Financial Corp’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$96.3K Buy
18,379
+489
+3% +$2.74K 0.01% 450
2026
Q2 		$101K Buy
17,890
+466
+3% +$2.61K 0.01% 413
2026
Q1 		$97.6K Buy
17,424
+5,390
+45% +$32.3K 0.01% 349
2025
Q4 		$74.2K Buy
12,034
+283
+2% +$1.72K 0.01% 354
2025
Q3 		$71.6K Buy
11,751
+275
+2% +$1.65K 0.01% 355
2025
Q2 		$66.8K Buy
11,476
+291
+3% +$1.62K 0.01% 352
2025
Q1 		$61.6K Sell
11,185
-3,301
-23% -$18.2K 0.01% 305
2024
Q4 		$77.9K Buy
14,486
+384
+3% +$2.12K 0.01% 270
2024
Q3 		$77.4K Buy
14,102
+371
+3% +$2K 0.01% 212
2024
Q2 		$71.4K Buy
13,731
+375
+3% +$2.02K 0.01% 192
2024
Q1 		$73.7K Buy
13,356
+418
+3% +$2.21K 0.01% 117
2023
Q4 		$65.7K Buy
12,938
+363
+3% +$1.82K 0.01% 125
2023
Q3 		$64.5K Buy
12,575
+343
+3% +$1.88K 0.01% 121
2023
Q2 		$70.9K Buy
12,232
+310
+3% +$1.74K 0.01% 75
2023
Q1 		$68.4K Buy
11,922
+896
+8% +$5.13K 0.02% 72
2022
Q4 		$60.4K Buy
11,026
+281
+3% +$1.56K 0.01% 76
2022
Q3 		$59K Buy
10,745
+267
+3% +$1.65K 0.03% 70
2022
Q2 		$64K Buy
10,478
+242
+2% +$1.61K 0.03% 72
2022
Q1 		$71K Buy
10,236
+212
+2% +$1.48K 0.03% 70
2021
Q4 		$72K Buy
+10,024
New +$70.3K 0.03% 70
2021
Q3 		– Sell
-8,335
Closed -$58K – 116
2021
Q2 		$58K Buy
+8,335
New +$58.4K 0.03% 62

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Live Oak Private Wealth
Live Oak Private Wealth Wilmington, North Carolina $827M AUM 17.32% 1-Year Est. Return
Philadelphia Trust Company
Philadelphia Trust Company Philadelphia, Pennsylvania $1.44B AUM 32.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

SYM Financial Corp increased its Gabelli Equity Trust (GAB) stake by 2.7% in Q3 2026, buying an estimated $2.74K and bringing the position to 18,379 shares worth $96.3K. The position accounts for 0.01% of the portfolio, ranked #450.

SYM Financial Corp first reported a position in GAB in Q2 2021 and has held it in 21 quarters since. The position peaked at $101K in Q2 2026. 111 funds tracked by Wall St. Rank hold GAB as of Q3 2026.

  • SYM Financial Corp held 18,379 shares of Gabelli Equity Trust worth $96.3K as of Q3 2026.
  • SYM Financial Corp bought 489 Gabelli Equity Trust shares in Q3 2026, an estimated $2.74K.
  • Gabelli Equity Trust made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #450 holding.
  • SYM Financial Corp first reported a position in Gabelli Equity Trust in Q2 2021 and has held it in 21 quarters since.
  • SYM Financial Corp's Gabelli Equity Trust position peaked at $101K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2026.

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