SYM Financial Corp
STT icon

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
Q3 		$508K Buy
2,909
+73
+3% +$13.5K 0.04% 164
2026
Q2 		$481K Buy
2,836
+84
+3% +$13K 0.04% 160
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

Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

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

SYM Financial Corp increased its State Street (STT) stake by 2.6% in Q3 2026, buying an estimated $13.5K and bringing the position to 2,909 shares worth $508K. The position accounts for 0.04% of the portfolio, ranked #164.

SYM Financial Corp first reported a position in STT in Q4 2024 and has held it in 8 quarters since. 686 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • SYM Financial Corp held 2,909 shares of State Street worth $508K as of Q3 2026.
  • SYM Financial Corp bought 73 State Street shares in Q3 2026, an estimated $13.5K.
  • State Street made up 0.04% of SYM Financial Corp's portfolio in Q3 2026, its #164 holding.
  • SYM Financial Corp first reported a position in State Street in Q4 2024 and has held it in 8 quarters since.
  • 686 funds tracked by Wall St. Rank held State Street as of Q3 2026.

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