SYM Financial Corp
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SYM Financial Corp’s Philip Morris PM Stock Holding History

SYM Financial Corp’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$629K Buy
3,297
+826
+33% +$156K 0.05% 135
2026
Q2 		$447K Buy
2,471
+368
+17% +$63.8K 0.04% 171
2026
Q1 		$348K Buy
2,103
+90
+4% +$15.6K 0.03% 189
2025
Q4 		$323K Sell
2,013
-211
-9% -$32.7K 0.03% 209
2025
Q3 		$361K Sell
2,224
-209
-9% -$35.2K 0.04% 168
2025
Q2 		$443K Buy
2,433
+569
+31% +$97.7K 0.05% 141
2025
Q1 		$296K Sell
1,864
-1,873
-50% -$265K 0.04% 174
2024
Q4 		$450K Buy
+3,737
New +$471K 0.06% 106

Other funds holding PM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

SYM Financial Corp increased its Philip Morris (PM) stake by 33% in Q3 2026, buying an estimated $156K and bringing the position to 3,297 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #135.

SYM Financial Corp first reported a position in PM in Q4 2024 and has held it in 8 quarters since. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • SYM Financial Corp held 3,297 shares of Philip Morris worth $629K as of Q3 2026.
  • SYM Financial Corp bought 826 Philip Morris shares in Q3 2026, an estimated $156K.
  • Philip Morris made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #135 holding.
  • SYM Financial Corp first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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