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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SYM Financial Corp's TSLA Position: Q1 2026 in Review

SYM Financial Corp increased its Tesla (TSLA) stake by 4.5% in Q1 2026, buying an estimated $85.3K and bringing the position to 4,797 shares worth $1.78M. The position accounts for 0.18% of the portfolio, ranked #38.

SYM Financial Corp first reported a position in TSLA in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.06M in Q4 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

SYM Financial Corp held 4,797 shares of Tesla worth $1.78M as of Q1 2026.
SYM Financial Corp bought 207 Tesla shares in Q1 2026, an estimated $85.3K.
Tesla made up 0.18% of SYM Financial Corp's portfolio in Q1 2026, its #38 holding.
SYM Financial Corp first reported a position in Tesla in Q2 2023 and has held it in 12 quarters since.
SYM Financial Corp's Tesla position peaked at $2.06M in Q4 2025.
4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.