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SYM Financial Corp’s Natera NTRA Stock Holding History

SYM Financial Corp’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$506K Buy
1,865
+143
+8% +$30.5K 0.04% 141
2026
Q1 		$344K Sell
1,722
-117
-6% -$25.2K 0.03% 194
2025
Q4 		$421K Buy
1,839
+152
+9% +$31.7K 0.04% 155
2025
Q3 		$272K Sell
1,687
-272
-14% -$43K 0.03% 240
2025
Q2 		$331K Buy
1,959
+231
+13% +$36K 0.04% 185
2025
Q1 		$244K Buy
1,728
+113
+7% +$18.2K 0.03% 213
2024
Q4 		$256K Buy
+1,615
New +$235K 0.03% 184

Other funds holding NTRA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SYM Financial Corp increased its Natera (NTRA) stake by 8.3% in Q2 2026, buying an estimated $30.5K and bringing the position to 1,865 shares worth $506K. The position accounts for 0.04% of the portfolio, ranked #141.

SYM Financial Corp first reported a position in NTRA in Q4 2024 and has held it in 7 quarters since. 848 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • SYM Financial Corp held 1,865 shares of Natera worth $506K as of Q2 2026.
  • SYM Financial Corp bought 143 Natera shares in Q2 2026, an estimated $30.5K.
  • Natera made up 0.04% of SYM Financial Corp's portfolio in Q2 2026, its #141 holding.
  • SYM Financial Corp first reported a position in Natera in Q4 2024 and has held it in 7 quarters since.
  • 848 funds tracked by Wall St. Rank held Natera as of Q2 2026.

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