SYM Financial Corp’s TotalEnergies TTE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,872	Closed	-$315K	–	445
2025 Q1	$315K	Buy	+4,872	New	+$294K	0.04%	162

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

SYM Financial Corp's TTE Position: Q2 2025 in Review

SYM Financial Corp sold out of TotalEnergies (TTE) in Q2 2025, closing a stake of 4,872 shares — an estimated $315K sold.

SYM Financial Corp first reported a position in TTE in Q1 2025 and held it in 1 quarter. The position peaked at $315K in Q1 2025. 799 funds tracked by Wall St. Rank hold TTE as of Q2 2025.

SYM Financial Corp reported no remaining TotalEnergies position as of Q2 2025 after selling out during the quarter.
SYM Financial Corp sold 4,872 TotalEnergies shares in Q2 2025, an estimated $315K.
SYM Financial Corp first reported a position in TotalEnergies in Q1 2025 and held it in 1 quarter.
SYM Financial Corp's TotalEnergies position peaked at $315K in Q1 2025.
799 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2025.

Based on SYM Financial Corp's 13F filing for Q2 2025, filed 1 Aug 2025.