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SYM Financial Corp’s Trimble TRMB Stock Holding History

SYM Financial Corp’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,952
Closed -$300K – 464
2025
Q2 		$300K Sell
3,952
-260
-6% -$17.5K 0.03% 213
2025
Q1 		$277K Buy
4,212
+113
+3% +$8.12K 0.03% 183
2024
Q4 		$290K Buy
4,099
+172
+4% +$11.7K 0.04% 164
2024
Q3 		$244K Buy
3,927
+264
+7% +$14.7K 0.03% 142
2024
Q2 		$205K Buy
+3,663
New +$211K 0.03% 151

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

SYM Financial Corp's TRMB Position: Q3 2025 in Review

SYM Financial Corp sold out of Trimble (TRMB) in Q3 2025, closing a stake of 3,952 shares — an estimated $300K sold.

SYM Financial Corp first reported a position in TRMB in Q2 2024 and held it in 5 quarters. The position peaked at $300K in Q2 2025. 763 funds tracked by Wall St. Rank hold TRMB as of Q3 2025.

  • SYM Financial Corp reported no remaining Trimble position as of Q3 2025 after selling out during the quarter.
  • SYM Financial Corp sold 3,952 Trimble shares in Q3 2025, an estimated $300K.
  • SYM Financial Corp first reported a position in Trimble in Q2 2024 and held it in 5 quarters.
  • SYM Financial Corp's Trimble position peaked at $300K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Trimble as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.