SYM Financial Corp
NWL icon

SYM Financial Corp’s Newell Brands NWL Stock Holding History

SYM Financial Corp’s Portfolio NWL Stock Details NWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$60.7K Buy
11,496
+280
+2% +$1.59K ﹤0.01% 466
2026
Q2 		$68.9K Sell
11,216
-908
-7% -$3.84K 0.01% 427
2026
Q1 		$41.6K Buy
+12,124
New +$50.9K ﹤0.01% 368

Other funds holding NWL

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $243M AUM 42.04% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

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

SYM Financial Corp increased its Newell Brands (NWL) stake by 2.5% in Q3 2026, buying an estimated $1.59K and bringing the position to 11,496 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

SYM Financial Corp first reported a position in NWL in Q1 2026 and has held it in 3 quarters since. The position peaked at $68.9K in Q2 2026. 188 funds tracked by Wall St. Rank hold NWL as of Q3 2026.

  • SYM Financial Corp held 11,496 shares of Newell Brands worth $60.7K as of Q3 2026.
  • SYM Financial Corp bought 280 Newell Brands shares in Q3 2026, an estimated $1.59K.
  • Newell Brands made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #466 holding.
  • SYM Financial Corp first reported a position in Newell Brands in Q1 2026 and has held it in 3 quarters since.
  • SYM Financial Corp's Newell Brands position peaked at $68.9K in Q2 2026.
  • 188 funds tracked by Wall St. Rank held Newell Brands as of Q3 2026.

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