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SYM Financial Corp’s Tesla TSLA Stock Holding History

SYM Financial Corp’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.29M Buy
5,449
+652
+14% +$259K 0.18% 34
2026
Q1 		$1.78M Buy
4,797
+207
+5% +$85.3K 0.18% 38
2025
Q4 		$2.06M Buy
4,590
+498
+12% +$221K 0.21% 34
2025
Q3 		$1.82M Sell
4,092
-12
-0.3% -$4.16K 0.19% 35
2025
Q2 		$1.3M Buy
4,104
+1,213
+42% +$365K 0.15% 42
2025
Q1 		$749K Sell
2,891
-161
-5% -$53.7K 0.09% 63
2024
Q4 		$1.23M Buy
3,052
+958
+46% +$308K 0.16% 39
2024
Q3 		$548K Buy
2,094
+388
+23% +$88.5K 0.07% 68
2024
Q2 		$338K Buy
1,706
+41
+2% +$7.17K 0.05% 89
2024
Q1 		$293K Sell
1,665
-618
-27% -$121K 0.05% 76
2023
Q4 		$567K Buy
2,283
+19
+0.8% +$4.51K 0.09% 46
2023
Q3 		$566K Buy
2,264
+1,370
+153% +$352K 0.1% 40
2023
Q2 		$234K Buy
+894
New +$179K 0.05% 55

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SYM Financial Corp's TSLA Position: Q2 2026 in Review

SYM Financial Corp increased its Tesla (TSLA) stake by 14% in Q2 2026, buying an estimated $259K and bringing the position to 5,449 shares worth $2.29M. The position accounts for 0.18% of the portfolio, ranked #34.

SYM Financial Corp first reported a position in TSLA in Q2 2023 and has held it in 13 quarters since. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • SYM Financial Corp held 5,449 shares of Tesla worth $2.29M as of Q2 2026.
  • SYM Financial Corp bought 652 Tesla shares in Q2 2026, an estimated $259K.
  • Tesla made up 0.18% of SYM Financial Corp's portfolio in Q2 2026, its #34 holding.
  • SYM Financial Corp first reported a position in Tesla in Q2 2023 and has held it in 13 quarters since.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.