SYM Financial Corp
TW icon

SYM Financial Corp’s Tradeweb Markets TW Stock Holding History

SYM Financial Corp’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$203K Sell
2,012
-984
-33% -$101K 0.02% 405
2026
Q2 		$299K Buy
2,996
+1,126
+60% +$122K 0.02% 259
2026
Q1 		$220K Buy
+1,870
New +$214K 0.02% 296

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Sumitomo Mitsui Trust Group
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

SYM Financial Corp's TW Position: Q3 2026 in Review

SYM Financial Corp reduced its Tradeweb Markets (TW) stake by 33% in Q3 2026, selling an estimated $101K and leaving 2,012 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #405.

SYM Financial Corp first reported a position in TW in Q1 2026 and has held it in 3 quarters since. The position peaked at $299K in Q2 2026. 182 funds tracked by Wall St. Rank hold TW as of Q3 2026.

  • SYM Financial Corp held 2,012 shares of Tradeweb Markets worth $203K as of Q3 2026.
  • SYM Financial Corp sold 984 Tradeweb Markets shares in Q3 2026, an estimated $101K.
  • Tradeweb Markets made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #405 holding.
  • SYM Financial Corp first reported a position in Tradeweb Markets in Q1 2026 and has held it in 3 quarters since.
  • SYM Financial Corp's Tradeweb Markets position peaked at $299K in Q2 2026.
  • 182 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.