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SYM Financial Corp’s MSCI MSCI Stock Holding History

SYM Financial Corp’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Buy
397
+18
+5% +$10.5K 0.02% 347
2026
Q1 		$204K Buy
+379
New +$214K 0.02% 312
2025
Q4 		– Sell
-390
Closed -$221K – 443
2025
Q3 		$221K Sell
390
-117
-23% -$66.1K 0.02% 292
2025
Q2 		$292K Sell
507
-414
-45% -$229K 0.03% 217
2025
Q1 		$521K Buy
921
+425
+86% +$247K 0.06% 103
2024
Q4 		$298K Buy
+496
New +$298K 0.04% 160

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

SYM Financial Corp increased its MSCI (MSCI) stake by 4.7% in Q2 2026, buying an estimated $10.5K and bringing the position to 397 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #347.

SYM Financial Corp first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $521K in Q1 2025. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • SYM Financial Corp held 397 shares of MSCI worth $222K as of Q2 2026.
  • SYM Financial Corp bought 18 MSCI shares in Q2 2026, an estimated $10.5K.
  • MSCI made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #347 holding.
  • SYM Financial Corp first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's MSCI position peaked at $521K in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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