SYM Financial Corp
PEP icon

SYM Financial Corp’s PepsiCo PEP Stock Holding History

SYM Financial Corp’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$647K Sell
5,106
-1,803
-26% -$248K 0.05% 128
2026
Q2 		$936K Sell
6,909
-948
-12% -$142K 0.08% 74
2026
Q1 		$1.22M Sell
7,857
-139
-2% -$21.7K 0.12% 53
2025
Q4 		$1.15M Buy
7,996
+415
+5% +$61K 0.12% 48
2025
Q3 		$1.06M Sell
7,581
-69
-0.9% -$9.9K 0.11% 50
2025
Q2 		$1.01M Buy
7,650
+3,762
+97% +$507K 0.11% 60
2025
Q1 		$583K Buy
3,888
+1,845
+90% +$275K 0.07% 89
2024
Q4 		$311K Sell
2,043
-581
-22% -$95.2K 0.04% 155
2024
Q3 		$446K Sell
2,624
-504
-16% -$86.6K 0.06% 79
2024
Q2 		$516K Buy
3,128
+839
+37% +$145K 0.08% 55
2024
Q1 		$401K Sell
2,289
-1
-0% -$168 0.07% 56
2023
Q4 		$389K Buy
2,290
+61
+3% +$10.1K 0.06% 59
2023
Q3 		$378K Buy
2,229
+386
+21% +$70.1K 0.07% 57
2023
Q2 		$341K Buy
1,843
+169
+10% +$31.5K 0.07% 43
2023
Q1 		$305K Buy
1,674
+40
+2% +$6.99K 0.07% 43
2022
Q4 		$295K Hold
1,634
– – 0.07% 49
2022
Q3 		$267K Buy
1,634
+168
+11% +$29K 0.13% 48
2022
Q2 		$244K Sell
1,466
-853
-37% -$144K 0.12% 53
2022
Q1 		$388K Buy
2,319
+50
+2% +$8.4K 0.17% 30
2021
Q4 		$394K Sell
2,269
-598
-21% -$97.7K 0.15% 28
2021
Q3 		$431K Buy
2,867
+88
+3% +$13.6K 0.25% 19
2021
Q2 		$412K Buy
2,779
+1,312
+89% +$191K 0.24% 19
2021
Q1 		$207K Buy
+1,467
New +$201K 0.12% 43
2018
Q4 		– Sell
-3,032
Closed -$339K – 94
2018
Q3 		$339K Buy
+3,032
New +$343K 0.19% 25
2018
Q1 		– Sell
-2,017
Closed -$242K – 73
2017
Q4 		$242K Buy
+2,017
New +$230K 0.11% 39

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

SYM Financial Corp reduced its PepsiCo (PEP) stake by 26% in Q3 2026, selling an estimated $248K and leaving 5,106 shares worth $647K. The position accounts for 0.05% of the portfolio, ranked #128.

SYM Financial Corp first reported a position in PEP in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.22M in Q1 2026. 2,052 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • SYM Financial Corp held 5,106 shares of PepsiCo worth $647K as of Q3 2026.
  • SYM Financial Corp sold 1,803 PepsiCo shares in Q3 2026, an estimated $248K.
  • PepsiCo made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #128 holding.
  • SYM Financial Corp first reported a position in PepsiCo in Q4 2017 and has held it in 25 quarters since.
  • SYM Financial Corp's PepsiCo position peaked at $1.22M in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

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