SYM Financial Corp
NWG icon

SYM Financial Corp’s NatWest NWG Stock Holding History

SYM Financial Corp’s Portfolio NWG Stock Details NWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$461K Buy
25,397
+305
+1% +$5.63K 0.04% 180
2026
Q2 		$442K Buy
25,092
+1,943
+8% +$31.2K 0.04% 173
2026
Q1 		$345K Buy
23,149
+28
+0.1% +$465 0.03% 193
2025
Q4 		$405K Buy
23,121
+16
+0.1% +$254 0.04% 161
2025
Q3 		$327K Buy
23,105
+193
+0.8% +$2.72K 0.04% 201
2025
Q2 		$324K Buy
22,912
+15
+0.1% +$198 0.04% 190
2025
Q1 		$273K Buy
22,897
+2,662
+13% +$29.8K 0.03% 187
2024
Q4 		$206K Buy
+20,235
New +$200K 0.03% 230

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ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

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

SYM Financial Corp increased its NatWest (NWG) stake by 1.2% in Q3 2026, buying an estimated $5.63K and bringing the position to 25,397 shares worth $461K. The position accounts for 0.04% of the portfolio, ranked #180.

SYM Financial Corp first reported a position in NWG in Q4 2024 and has held it in 8 quarters since. 147 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • SYM Financial Corp held 25,397 shares of NatWest worth $461K as of Q3 2026.
  • SYM Financial Corp bought 305 NatWest shares in Q3 2026, an estimated $5.63K.
  • NatWest made up 0.04% of SYM Financial Corp's portfolio in Q3 2026, its #180 holding.
  • SYM Financial Corp first reported a position in NatWest in Q4 2024 and has held it in 8 quarters since.
  • 147 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

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