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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SYM Financial Corp's MSCI Position: Q1 2026 in Review

SYM Financial Corp opened a new position in MSCI (MSCI) in Q1 2026: 379 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #312 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in MSCI as recently as Q3 2025.

SYM Financial Corp first reported a position in MSCI in Q4 2024 and has held it in 5 quarters since. The position peaked at $521K in Q1 2025. 1,057 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • SYM Financial Corp held 379 shares of MSCI worth $204K as of Q1 2026.
  • MSCI was a new SYM Financial Corp position in Q1 2026.
  • MSCI made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #312 holding.
  • SYM Financial Corp first reported a position in MSCI in Q4 2024 and has held it in 5 quarters since.
  • SYM Financial Corp's MSCI position peaked at $521K in Q1 2025.
  • 1,057 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.