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SYM Financial Corp’s Illumina ILMN Stock Holding History

SYM Financial Corp’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$729K Sell
4,147
-516
-11% -$75.5K 0.06% 95
2026
Q1 		$575K Sell
4,663
-189
-4% -$24.8K 0.06% 112
2025
Q4 		$636K Buy
4,852
+254
+6% +$29.8K 0.07% 95
2025
Q3 		$437K Buy
4,598
+48
+1% +$4.76K 0.05% 136
2025
Q2 		$434K Buy
+4,550
New +$369K 0.05% 145

Other funds holding ILMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SYM Financial Corp reduced its Illumina (ILMN) stake by 11% in Q2 2026, selling an estimated $75.5K and leaving 4,147 shares worth $729K. The position accounts for 0.06% of the portfolio, ranked #95.

SYM Financial Corp first reported a position in ILMN in Q2 2025 and has held it in 5 quarters since. 938 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • SYM Financial Corp held 4,147 shares of Illumina worth $729K as of Q2 2026.
  • SYM Financial Corp sold 516 Illumina shares in Q2 2026, an estimated $75.5K.
  • Illumina made up 0.06% of SYM Financial Corp's portfolio in Q2 2026, its #95 holding.
  • SYM Financial Corp first reported a position in Illumina in Q2 2025 and has held it in 5 quarters since.
  • 938 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

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