SYM Financial Corp
TAK icon

SYM Financial Corp’s Takeda Pharmaceutical TAK Stock Holding History

SYM Financial Corp’s Portfolio TAK Stock Details TAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$369K Buy
20,293
+1,160
+6% +$20.5K 0.03% 228
2026
Q2 		$307K Buy
19,133
+2,963
+18% +$49K 0.02% 255
2026
Q1 		$299K Buy
16,170
+168
+1% +$2.95K 0.03% 222
2025
Q4 		$249K Sell
16,002
-7,794
-33% -$111K 0.03% 273
2025
Q3 		$348K Buy
23,796
+3,702
+18% +$55K 0.04% 183
2025
Q2 		$311K Buy
20,094
+1,891
+10% +$27.9K 0.03% 201
2025
Q1 		$271K Buy
18,203
+7,617
+72% +$107K 0.03% 189
2024
Q4 		$140K Buy
+10,586
New +$145K 0.02% 247

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Ethic Inc
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LPL Financial
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US Bancorp
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Citigroup
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Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

SYM Financial Corp increased its Takeda Pharmaceutical (TAK) stake by 6.1% in Q3 2026, buying an estimated $20.5K and bringing the position to 20,293 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #228.

SYM Financial Corp first reported a position in TAK in Q4 2024 and has held it in 8 quarters since. 216 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • SYM Financial Corp held 20,293 shares of Takeda Pharmaceutical worth $369K as of Q3 2026.
  • SYM Financial Corp bought 1,160 Takeda Pharmaceutical shares in Q3 2026, an estimated $20.5K.
  • Takeda Pharmaceutical made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #228 holding.
  • SYM Financial Corp first reported a position in Takeda Pharmaceutical in Q4 2024 and has held it in 8 quarters since.
  • 216 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

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