SYM Financial Corp
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SYM Financial Corp’s RTX Corp RTX Stock Holding History

SYM Financial Corp’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$907K Buy
4,888
+2,076
+74% +$425K 0.07% 86
2026
Q2 		$534K Buy
2,812
+741
+36% +$136K 0.04% 139
2026
Q1 		$400K Buy
2,071
+247
+14% +$49.1K 0.04% 164
2025
Q4 		$335K Buy
1,824
+297
+19% +$51.6K 0.03% 203
2025
Q3 		$255K Buy
1,527
+48
+3% +$7.45K 0.03% 254
2025
Q2 		$216K Buy
+1,479
New +$197K 0.02% 292
2021
Q2 		– Sell
-3,368
Closed -$260K – 90
2021
Q1 		$260K Hold
3,368
– – 0.15% 31
2020
Q4 		$241K Buy
+3,368
New +$221K 0.18% 31

Other funds holding RTX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
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

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

SYM Financial Corp increased its RTX Corp (RTX) stake by 74% in Q3 2026, buying an estimated $425K and bringing the position to 4,888 shares worth $907K. The position accounts for 0.07% of the portfolio, ranked #86.

SYM Financial Corp first reported a position in RTX in Q4 2020 and has held it in 8 quarters since. 2,122 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • SYM Financial Corp held 4,888 shares of RTX Corp worth $907K as of Q3 2026.
  • SYM Financial Corp bought 2,076 RTX Corp shares in Q3 2026, an estimated $425K.
  • RTX Corp made up 0.07% of SYM Financial Corp's portfolio in Q3 2026, its #86 holding.
  • SYM Financial Corp first reported a position in RTX Corp in Q4 2020 and has held it in 8 quarters since.
  • 2,122 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

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