SYM Financial Corp
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SYM Financial Corp’s Steel Dynamics STLD Stock Holding History

SYM Financial Corp’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$644K Sell
2,908
-7
-0.2% -$1.68K 0.05% 129
2026
Q2 		$669K Buy
2,915
+17
+0.6% +$3.98K 0.05% 106
2026
Q1 		$522K Buy
2,898
+278
+11% +$50.6K 0.05% 124
2025
Q4 		$444K Buy
2,620
+9
+0.3% +$1.43K 0.05% 143
2025
Q3 		$364K Sell
2,611
-678
-21% -$89K 0.04% 165
2025
Q2 		$421K Buy
3,289
+564
+21% +$72K 0.05% 150
2025
Q1 		$341K Buy
2,725
+693
+34% +$87.8K 0.04% 152
2024
Q4 		$232K Buy
2,032
+67
+3% +$8.9K 0.03% 201
2024
Q3 		$248K Sell
1,965
-6
-0.3% -$729 0.03% 139
2024
Q2 		$255K Buy
1,971
+66
+3% +$8.81K 0.04% 112
2024
Q1 		$282K Buy
1,905
+4
+0.2% +$503 0.05% 79
2023
Q4 		$224K Sell
1,901
-2
-0.1% -$223 0.04% 94
2023
Q3 		$204K Buy
1,903
+2
+0.1% +$208 0.04% 88
2023
Q2 		$207K Hold
1,901
– – 0.04% 61
2023
Q1 		$215K Buy
+1,901
New +$221K 0.05% 59

Other funds holding STLD

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

SYM Financial Corp reduced its Steel Dynamics (STLD) stake by 0.24% in Q3 2026, selling an estimated $1.68K and leaving 2,908 shares worth $644K. The position accounts for 0.05% of the portfolio, ranked #129.

SYM Financial Corp first reported a position in STLD in Q1 2023 and has held it in 15 quarters since. The position peaked at $669K in Q2 2026. 543 funds tracked by Wall St. Rank hold STLD as of Q3 2026.

  • SYM Financial Corp held 2,908 shares of Steel Dynamics worth $644K as of Q3 2026.
  • SYM Financial Corp sold 7 Steel Dynamics shares in Q3 2026, an estimated $1.68K.
  • Steel Dynamics made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #129 holding.
  • SYM Financial Corp first reported a position in Steel Dynamics in Q1 2023 and has held it in 15 quarters since.
  • SYM Financial Corp's Steel Dynamics position peaked at $669K in Q2 2026.
  • 543 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2026.

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