SFC
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SYM Financial Corp increased its Oshkosh (OSK) stake by 31% in Q2 2026, buying an estimated $74.1K and bringing the position to 2,237 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #222.

SYM Financial Corp first reported a position in OSK in Q3 2025 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • SYM Financial Corp held 2,237 shares of Oshkosh worth $343K as of Q2 2026.
  • SYM Financial Corp bought 526 Oshkosh shares in Q2 2026, an estimated $74.1K.
  • Oshkosh made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #222 holding.
  • SYM Financial Corp first reported a position in Oshkosh in Q3 2025 and has held it in 4 quarters since.
  • 599 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

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