SYM Financial Corp
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SYM Financial Corp’s Procter & Gamble PG Stock Holding History

SYM Financial Corp’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.08M Buy
7,443
+3,390
+84% +$497K 0.08% 68
2026
Q2 		$594K Sell
4,053
-1,309
-24% -$191K 0.05% 120
2026
Q1 		$774K Buy
5,362
+2,131
+66% +$323K 0.08% 77
2025
Q4 		$463K Sell
3,231
-1,347
-29% -$199K 0.05% 137
2025
Q3 		$703K Buy
4,578
+133
+3% +$20.8K 0.08% 80
2025
Q2 		$708K Buy
4,445
+2,116
+91% +$345K 0.08% 86
2025
Q1 		$397K Sell
2,329
-328
-12% -$54.9K 0.05% 132
2024
Q4 		$445K Buy
2,657
+52
+2% +$8.86K 0.06% 107
2024
Q3 		$451K Buy
2,605
+411
+19% +$69.8K 0.06% 77
2024
Q2 		$362K Buy
2,194
+725
+49% +$119K 0.06% 83
2024
Q1 		$238K Sell
1,469
-134
-8% -$21K 0.04% 88
2023
Q4 		$235K Sell
1,603
-35
-2% -$5.18K 0.04% 89
2023
Q3 		$239K Buy
+1,638
New +$250K 0.04% 82

Other funds holding PG

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

SYM Financial Corp increased its Procter & Gamble (PG) stake by 84% in Q3 2026, buying an estimated $497K and bringing the position to 7,443 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #68.

SYM Financial Corp first reported a position in PG in Q3 2023 and has held it in 13 quarters since. 2,487 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • SYM Financial Corp held 7,443 shares of Procter & Gamble worth $1.08M as of Q3 2026.
  • SYM Financial Corp bought 3,390 Procter & Gamble shares in Q3 2026, an estimated $497K.
  • Procter & Gamble made up 0.08% of SYM Financial Corp's portfolio in Q3 2026, its #68 holding.
  • SYM Financial Corp first reported a position in Procter & Gamble in Q3 2023 and has held it in 13 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

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