SYM Financial Corp
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SYM Financial Corp’s Intuit INTU Stock Holding History

SYM Financial Corp’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$425K Buy
1,543
+365
+31% +$115K 0.03% 194
2026
Q2 		$307K Buy
1,178
+89
+8% +$31K 0.02% 253
2026
Q1 		$471K Buy
1,089
+57
+6% +$27.2K 0.05% 138
2025
Q4 		$684K Sell
1,032
-234
-18% -$155K 0.07% 84
2025
Q3 		$865K Sell
1,266
-515
-29% -$371K 0.09% 63
2025
Q2 		$1.4M Sell
1,781
-22
-1% -$14.9K 0.16% 38
2025
Q1 		$1.11M Buy
1,803
+86
+5% +$51.6K 0.14% 47
2024
Q4 		$1.08M Buy
+1,717
New +$1.1M 0.14% 44

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

SYM Financial Corp increased its Intuit (INTU) stake by 31% in Q3 2026, buying an estimated $115K and bringing the position to 1,543 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #194.

SYM Financial Corp first reported a position in INTU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q2 2025. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • SYM Financial Corp held 1,543 shares of Intuit worth $425K as of Q3 2026.
  • SYM Financial Corp bought 365 Intuit shares in Q3 2026, an estimated $115K.
  • Intuit made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #194 holding.
  • SYM Financial Corp first reported a position in Intuit in Q4 2024 and has held it in 8 quarters since.
  • SYM Financial Corp's Intuit position peaked at $1.4M in Q2 2025.
  • 922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

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