SYM Financial Corp
SPGI icon

SYM Financial Corp’s S&P Global SPGI Stock Holding History

SYM Financial Corp’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$378K Buy
957
+264
+38% +$112K 0.03% 224
2026
Q2 		$282K Sell
693
-390
-36% -$165K 0.02% 273
2026
Q1 		$461K Buy
+1,083
New +$503K 0.05% 142

Other funds holding SPGI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

SYM Financial Corp increased its S&P Global (SPGI) stake by 38% in Q3 2026, buying an estimated $112K and bringing the position to 957 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #224.

SYM Financial Corp first reported a position in SPGI in Q1 2026 and has held it in 3 quarters since. The position peaked at $461K in Q1 2026. 1,075 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • SYM Financial Corp held 957 shares of S&P Global worth $378K as of Q3 2026.
  • SYM Financial Corp bought 264 S&P Global shares in Q3 2026, an estimated $112K.
  • S&P Global made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #224 holding.
  • SYM Financial Corp first reported a position in S&P Global in Q1 2026 and has held it in 3 quarters since.
  • SYM Financial Corp's S&P Global position peaked at $461K in Q1 2026.
  • 1,075 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

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