SYM Financial Corp
OSK icon

SYM Financial Corp’s Oshkosh OSK Stock Holding History

SYM Financial Corp’s Portfolio OSK Stock Details OSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$295K Buy
2,291
+54
+2% +$7.98K 0.02% 290
2026
Q2 		$343K Buy
2,237
+526
+31% +$74.1K 0.03% 222
2026
Q1 		$252K Buy
1,711
+3
+0.2% +$468 0.03% 258
2025
Q4 		$215K Buy
1,708
+2
+0.1% +$257 0.02% 304
2025
Q3 		$221K Buy
+1,706
New +$226K 0.02% 293

Other funds holding OSK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

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

SYM Financial Corp increased its Oshkosh (OSK) stake by 2.4% in Q3 2026, buying an estimated $7.98K and bringing the position to 2,291 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #290.

SYM Financial Corp first reported a position in OSK in Q3 2025 and has held it in 5 quarters since. The position peaked at $343K in Q2 2026. 315 funds tracked by Wall St. Rank hold OSK as of Q3 2026.

  • SYM Financial Corp held 2,291 shares of Oshkosh worth $295K as of Q3 2026.
  • SYM Financial Corp bought 54 Oshkosh shares in Q3 2026, an estimated $7.98K.
  • Oshkosh made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #290 holding.
  • SYM Financial Corp first reported a position in Oshkosh in Q3 2025 and has held it in 5 quarters since.
  • SYM Financial Corp's Oshkosh position peaked at $343K in Q2 2026.
  • 315 funds tracked by Wall St. Rank held Oshkosh as of Q3 2026.

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