SYM Financial Corp
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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
Q3 		$361K Buy
671
+274
+69% +$157K 0.03% 235
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

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

SYM Financial Corp increased its MSCI (MSCI) stake by 69% in Q3 2026, buying an estimated $157K and bringing the position to 671 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #235.

SYM Financial Corp first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $521K in Q1 2025. 547 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • SYM Financial Corp held 671 shares of MSCI worth $361K as of Q3 2026.
  • SYM Financial Corp bought 274 MSCI shares in Q3 2026, an estimated $157K.
  • MSCI made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #235 holding.
  • SYM Financial Corp first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • SYM Financial Corp's MSCI position peaked at $521K in Q1 2025.
  • 547 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

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