SYM Financial Corp
T icon

SYM Financial Corp’s AT&T T Stock Holding History

SYM Financial Corp’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$713K Buy
29,230
+4,930
+20% +$119K 0.05% 111
2026
Q2 		$503K Buy
24,300
+1,053
+5% +$26.1K 0.04% 144
2026
Q1 		$674K Buy
23,247
+2,153
+10% +$57.5K 0.07% 91
2025
Q4 		$524K Buy
21,094
+29
+0.1% +$734 0.05% 126
2025
Q3 		$595K Sell
21,065
-5,001
-19% -$142K 0.06% 95
2025
Q2 		$754K Buy
26,066
+926
+4% +$25.5K 0.08% 81
2025
Q1 		$711K Sell
25,140
-286
-1% -$7.19K 0.09% 68
2024
Q4 		$579K Buy
25,426
+2,415
+10% +$54.4K 0.07% 80
2024
Q3 		$506K Buy
23,011
+2,005
+10% +$39.9K 0.07% 72
2024
Q2 		$401K Buy
+21,006
New +$365K 0.06% 69
2019
Q3 		– Sell
-12,795
Closed -$324K – 72
2019
Q2 		$324K Buy
12,795
+245
+2% +$5.88K 0.21% 19
2019
Q1 		$297K Sell
12,550
-216
-2% -$4.97K 0.19% 22
2018
Q4 		$275K Sell
12,766
-7,224
-36% -$168K 0.11% 27
2018
Q3 		$507K Buy
19,990
+7,440
+59% +$182K 0.28% 16
2018
Q2 		$304K Sell
12,550
-4,429
-26% -$111K 0.18% 14
2018
Q1 		$457K Sell
16,979
-1,531
-8% -$42.6K 0.28% 9
2017
Q4 		$544K Buy
+18,510
New +$505K 0.25% 15

Other funds holding T

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SYM Financial Corp's T Position: Q3 2026 in Review

SYM Financial Corp increased its AT&T (T) stake by 20% in Q3 2026, buying an estimated $119K and bringing the position to 29,230 shares worth $713K. The position accounts for 0.05% of the portfolio, ranked #111.

SYM Financial Corp first reported a position in T in Q4 2017 and has held it in 17 quarters since. The position peaked at $754K in Q2 2025. 1,694 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • SYM Financial Corp held 29,230 shares of AT&T worth $713K as of Q3 2026.
  • SYM Financial Corp bought 4,930 AT&T shares in Q3 2026, an estimated $119K.
  • AT&T made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #111 holding.
  • SYM Financial Corp first reported a position in AT&T in Q4 2017 and has held it in 17 quarters since.
  • SYM Financial Corp's AT&T position peaked at $754K in Q2 2025.
  • 1,694 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

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