SYM Financial Corp
RGLD icon

SYM Financial Corp’s Royal Gold RGLD Stock Holding History

SYM Financial Corp’s Portfolio RGLD Stock Details RGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$287K Sell
1,217
-31
-2% -$7.11K 0.02% 299
2026
Q2 		$249K Buy
1,248
+90
+8% +$20.9K 0.02% 309
2026
Q1 		$295K Sell
1,158
-14
-1% -$3.72K 0.03% 228
2025
Q4 		$261K Buy
1,172
+36
+3% +$7.14K 0.03% 263
2025
Q3 		$228K Sell
1,136
-144
-11% -$24.9K 0.02% 287
2025
Q2 		$228K Buy
+1,280
New +$227K 0.03% 276

Other funds holding RGLD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

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

SYM Financial Corp reduced its Royal Gold (RGLD) stake by 2.5% in Q3 2026, selling an estimated $7.11K and leaving 1,217 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #299.

SYM Financial Corp first reported a position in RGLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $295K in Q1 2026. 421 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

  • SYM Financial Corp held 1,217 shares of Royal Gold worth $287K as of Q3 2026.
  • SYM Financial Corp sold 31 Royal Gold shares in Q3 2026, an estimated $7.11K.
  • Royal Gold made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #299 holding.
  • SYM Financial Corp first reported a position in Royal Gold in Q2 2025 and has held it in 6 quarters since.
  • SYM Financial Corp's Royal Gold position peaked at $295K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

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