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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SYM Financial Corp's SPGI Position: Q2 2026 in Review

SYM Financial Corp reduced its S&P Global (SPGI) stake by 36% in Q2 2026, selling an estimated $165K and leaving 693 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #273.

SYM Financial Corp first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $461K in Q1 2026. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • SYM Financial Corp held 693 shares of S&P Global worth $282K as of Q2 2026.
  • SYM Financial Corp sold 390 S&P Global shares in Q2 2026, an estimated $165K.
  • S&P Global made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #273 holding.
  • SYM Financial Corp first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • SYM Financial Corp's S&P Global position peaked at $461K in Q1 2026.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.