SFC
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SYM Financial Corp’s Roper Technologies ROP Stock Holding History

SYM Financial Corp’s Portfolio ROP Stock Details ROP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$253K Sell
715
-170
-19% -$62.7K 0.03% 256
2025
Q4 		$394K Buy
+885
New +$410K 0.04% 166

Other funds holding ROP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

SYM Financial Corp's ROP Position: Q1 2026 in Review

SYM Financial Corp reduced its Roper Technologies (ROP) stake by 19% in Q1 2026, selling an estimated $62.7K and leaving 715 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #256.

SYM Financial Corp first reported a position in ROP in Q4 2025 and has held it in 2 quarters since. The position peaked at $394K in Q4 2025. 1,138 funds tracked by Wall St. Rank hold ROP as of Q1 2026.

  • SYM Financial Corp held 715 shares of Roper Technologies worth $253K as of Q1 2026.
  • SYM Financial Corp sold 170 Roper Technologies shares in Q1 2026, an estimated $62.7K.
  • Roper Technologies made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #256 holding.
  • SYM Financial Corp first reported a position in Roper Technologies in Q4 2025 and has held it in 2 quarters since.
  • SYM Financial Corp's Roper Technologies position peaked at $394K in Q4 2025.
  • 1,138 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.