SYM Financial Corp
IT icon

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
Q3 		$278K Buy
+1,490
New +$254K 0.02% 308
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

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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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

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

SYM Financial Corp opened a new position in Gartner (IT) in Q3 2026: 1,490 shares worth $278K. The stake represents 0.02% of the portfolio and ranks #308 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in IT as recently as Q1 2026.

SYM Financial Corp first reported a position in IT in Q4 2025 and has held it in 3 quarters since. The position peaked at $380K in Q4 2025. 352 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • SYM Financial Corp held 1,490 shares of Gartner worth $278K as of Q3 2026.
  • Gartner was a new SYM Financial Corp position in Q3 2026.
  • Gartner made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #308 holding.
  • SYM Financial Corp first reported a position in Gartner in Q4 2025 and has held it in 3 quarters since.
  • SYM Financial Corp's Gartner position peaked at $380K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

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