SYM Financial Corp
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SYM Financial Corp’s NNN REIT NNN Stock Holding History

SYM Financial Corp’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$227K Sell
5,536
-1,551
-22% -$70.9K 0.02% 364
2026
Q2 		$330K Buy
+7,087
New +$316K 0.03% 232
2018
Q4 		– Sell
-4,572
Closed -$205K – 92
2018
Q3 		$205K Buy
+4,572
New +$206K 0.11% 41

Other funds holding NNN

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM

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

SYM Financial Corp reduced its NNN REIT (NNN) stake by 22% in Q3 2026, selling an estimated $70.9K and leaving 5,536 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #364.

SYM Financial Corp first reported a position in NNN in Q3 2018 and has held it in 3 quarters since. The position peaked at $330K in Q2 2026. 235 funds tracked by Wall St. Rank hold NNN as of Q3 2026.

  • SYM Financial Corp held 5,536 shares of NNN REIT worth $227K as of Q3 2026.
  • SYM Financial Corp sold 1,551 NNN REIT shares in Q3 2026, an estimated $70.9K.
  • NNN REIT made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #364 holding.
  • SYM Financial Corp first reported a position in NNN REIT in Q3 2018 and has held it in 3 quarters since.
  • SYM Financial Corp's NNN REIT position peaked at $330K in Q2 2026.
  • 235 funds tracked by Wall St. Rank held NNN REIT as of Q3 2026.

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