SYM Financial Corp
QUAL icon

SYM Financial Corp’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

SYM Financial Corp’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$663K Buy
11,928
+236
+2% +$13.1K 0.05% 123
2026
Q2 		$641K Buy
11,692
+308
+3% +$16.1K 0.05% 111
2026
Q1 		$546K Hold
11,384
– – 0.05% 119
2025
Q4 		$565K Buy
11,384
+696
+7% +$34.2K 0.06% 116
2025
Q3 		$520K Hold
10,688
– – 0.06% 113
2025
Q2 		$488K Hold
10,688
– – 0.05% 126
2025
Q1 		$457K Sell
10,688
-100
-0.9% -$4.48K 0.06% 119
2024
Q4 		$480K Buy
10,788
+100
+0.9% +$4.54K 0.06% 98
2024
Q3 		$479K Hold
10,688
– – 0.06% 74
2024
Q2 		$456K Buy
10,688
+5,644
+112% +$232K 0.07% 58
2024
Q1 		$207K Hold
5,044
– – 0.03% 93
2023
Q4 		$186K Sell
5,044
-136
-3% -$4.71K 0.03% 105
2023
Q3 		$171K Buy
5,180
+136
+3% +$4.64K 0.03% 93
2023
Q2 		$170K Buy
+5,044
New +$160K 0.03% 65
2023
Q1 		– Sell
-5,976
Closed -$170K – 117
2022
Q4 		$170K Buy
+5,976
New +$169K 0.04% 64
2022
Q2 		– Sell
-5,976
Closed -$201K – 124
2022
Q1 		$201K Hold
5,976
– – 0.09% 57
2021
Q4 		$217K Sell
5,976
-1,636
-21% -$57.8K 0.08% 49
2021
Q3 		$251K Buy
+7,612
New +$262K 0.15% 39

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

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

SYM Financial Corp increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2% in Q3 2026, buying an estimated $13.1K and bringing the position to 11,928 shares worth $663K. The position accounts for 0.05% of the portfolio, ranked #123.

SYM Financial Corp first reported a position in QUAL in Q3 2021 and has held it in 18 quarters since. 1,033 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • SYM Financial Corp held 11,928 shares of iShares MSCI USA Quality Factor ETF worth $663K as of Q3 2026.
  • SYM Financial Corp bought 236 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $13.1K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #123 holding.
  • SYM Financial Corp first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2021 and has held it in 18 quarters since.
  • 1,033 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

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