SYM Financial Corp
NVS icon

SYM Financial Corp’s Novartis NVS Stock Holding History

SYM Financial Corp’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$569K Buy
3,992
+8
+0.2% +$1.21K 0.04% 144
2026
Q2 		$624K Buy
3,984
+450
+13% +$67.5K 0.05% 115
2026
Q1 		$540K Buy
3,534
+544
+18% +$83.4K 0.05% 120
2025
Q4 		$412K Buy
2,990
+149
+5% +$19.5K 0.04% 158
2025
Q3 		$364K Sell
2,841
-556
-16% -$67.8K 0.04% 163
2025
Q2 		$411K Buy
+3,397
New +$383K 0.05% 153
2024
Q4 		– Sell
-1,835
Closed -$211K – 351
2024
Q3 		$211K Buy
+1,835
New +$208K 0.03% 169

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

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

SYM Financial Corp increased its Novartis (NVS) stake by 0.2% in Q3 2026, buying an estimated $1.21K and bringing the position to 3,992 shares worth $569K. The position accounts for 0.04% of the portfolio, ranked #144.

SYM Financial Corp first reported a position in NVS in Q3 2024 and has held it in 7 quarters since. The position peaked at $624K in Q2 2026. 939 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • SYM Financial Corp held 3,992 shares of Novartis worth $569K as of Q3 2026.
  • SYM Financial Corp bought 8 Novartis shares in Q3 2026, an estimated $1.21K.
  • Novartis made up 0.04% of SYM Financial Corp's portfolio in Q3 2026, its #144 holding.
  • SYM Financial Corp first reported a position in Novartis in Q3 2024 and has held it in 7 quarters since.
  • SYM Financial Corp's Novartis position peaked at $624K in Q2 2026.
  • 939 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

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