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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

SYM Financial Corp reduced its Newell Brands (NWL) stake by 7.5% in Q2 2026, selling an estimated $3.84K and leaving 11,216 shares worth $68.9K. The position accounts for 0.01% of the portfolio, ranked #427.

SYM Financial Corp first reported a position in NWL in Q1 2026 and has held it in 2 quarters since. 427 funds tracked by Wall St. Rank hold NWL as of Q2 2026.

  • SYM Financial Corp held 11,216 shares of Newell Brands worth $68.9K as of Q2 2026.
  • SYM Financial Corp sold 908 Newell Brands shares in Q2 2026, an estimated $3.84K.
  • Newell Brands made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #427 holding.
  • SYM Financial Corp first reported a position in Newell Brands in Q1 2026 and has held it in 2 quarters since.
  • 427 funds tracked by Wall St. Rank held Newell Brands as of Q2 2026.

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