SYM Financial Corp’s Gartner IT Stock Holding History

SYM Financial Corp’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,533	Closed	-$243K	–	552
2026 Q1	$243K	Buy	1,533 +25	+2%	+$4.6K	0.02%	268
2025 Q4	$380K	Buy	+1,508	New	+$363K	0.04%	176

Other funds holding IT

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

SYM Financial Corp sold out of Gartner (IT) in Q2 2026, closing a stake of 1,533 shares — an estimated $243K sold.

SYM Financial Corp first reported a position in IT in Q4 2025 and held it in 2 quarters. The position peaked at $380K in Q4 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

SYM Financial Corp reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
SYM Financial Corp sold 1,533 Gartner shares in Q2 2026, an estimated $243K.
SYM Financial Corp first reported a position in Gartner in Q4 2025 and held it in 2 quarters.
SYM Financial Corp's Gartner position peaked at $380K in Q4 2025.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

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