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SYM Financial Corp’s State Street STT Stock Holding History

SYM Financial Corp’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$348K Buy
2,752
+124
+5% +$15.9K 0.03% 188
2025
Q4 		$339K Buy
2,628
+42
+2% +$5.03K 0.03% 197
2025
Q3 		$300K Buy
2,586
+120
+5% +$13.4K 0.03% 219
2025
Q2 		$262K Sell
2,466
-22
-0.9% -$2.04K 0.03% 241
2025
Q1 		$223K Sell
2,488
-1
-0% -$96 0.03% 241
2024
Q4 		$244K Buy
+2,489
New +$236K 0.03% 192

Other funds holding STT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

SYM Financial Corp increased its State Street (STT) stake by 4.7% in Q1 2026, buying an estimated $15.9K and bringing the position to 2,752 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #188.

SYM Financial Corp first reported a position in STT in Q4 2024 and has held it in 6 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • SYM Financial Corp held 2,752 shares of State Street worth $348K as of Q1 2026.
  • SYM Financial Corp bought 124 State Street shares in Q1 2026, an estimated $15.9K.
  • State Street made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #188 holding.
  • SYM Financial Corp first reported a position in State Street in Q4 2024 and has held it in 6 quarters since.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

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