SYM Financial Corp
HAL icon

SYM Financial Corp’s Halliburton HAL Stock Holding History

SYM Financial Corp’s Portfolio HAL Stock Details HAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$401K Sell
12,595
-1,340
-10% -$45.7K 0.03% 208
2026
Q2 		$473K Buy
13,935
+285
+2% +$11.1K 0.04% 162
2026
Q1 		$532K Sell
13,650
-1,802
-12% -$62.4K 0.05% 121
2025
Q4 		$437K Buy
15,452
+1,350
+10% +$35.6K 0.04% 146
2025
Q3 		$347K Sell
14,102
-949
-6% -$21K 0.04% 185
2025
Q2 		$307K Buy
15,051
+5,337
+55% +$112K 0.03% 204
2025
Q1 		$246K Buy
+9,714
New +$255K 0.03% 210

Other funds holding HAL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

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

SYM Financial Corp reduced its Halliburton (HAL) stake by 9.6% in Q3 2026, selling an estimated $45.7K and leaving 12,595 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #208.

SYM Financial Corp first reported a position in HAL in Q1 2025 and has held it in 7 quarters since. The position peaked at $532K in Q1 2026. 577 funds tracked by Wall St. Rank hold HAL as of Q3 2026.

  • SYM Financial Corp held 12,595 shares of Halliburton worth $401K as of Q3 2026.
  • SYM Financial Corp sold 1,340 Halliburton shares in Q3 2026, an estimated $45.7K.
  • Halliburton made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #208 holding.
  • SYM Financial Corp first reported a position in Halliburton in Q1 2025 and has held it in 7 quarters since.
  • SYM Financial Corp's Halliburton position peaked at $532K in Q1 2026.
  • 577 funds tracked by Wall St. Rank held Halliburton as of Q3 2026.

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