SYM Financial Corp’s Molson Coors Class B TAP Stock Holding History

SYM Financial Corp’s Portfolio TAP Stock Details TAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,806	Closed	-$218K	–	381
2024 Q4	$218K	Buy	+3,806	New	+$222K	0.03%	213

Other funds holding TAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SYM Financial Corp's TAP Position: Q1 2025 in Review

SYM Financial Corp sold out of Molson Coors Class B (TAP) in Q1 2025, closing a stake of 3,806 shares — an estimated $218K sold.

SYM Financial Corp first reported a position in TAP in Q4 2024 and held it in 1 quarter. The position peaked at $218K in Q4 2024. 738 funds tracked by Wall St. Rank hold TAP as of Q1 2025.

SYM Financial Corp reported no remaining Molson Coors Class B position as of Q1 2025 after selling out during the quarter.
SYM Financial Corp sold 3,806 Molson Coors Class B shares in Q1 2025, an estimated $218K.
SYM Financial Corp first reported a position in Molson Coors Class B in Q4 2024 and held it in 1 quarter.
SYM Financial Corp's Molson Coors Class B position peaked at $218K in Q4 2024.
738 funds tracked by Wall St. Rank held Molson Coors Class B as of Q1 2025.

Based on SYM Financial Corp's 13F filing for Q1 2025, filed 6 May 2025.