SFC
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SYM Financial Corp’s Vertiv VRT Stock Holding History

SYM Financial Corp’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$675K Sell
2,017
-192
-9% -$60.9K 0.05% 104
2026
Q1 		$554K Sell
2,209
-238
-10% -$52.8K 0.06% 117
2025
Q4 		$396K Buy
2,447
+78
+3% +$13.5K 0.04% 165
2025
Q3 		$357K Buy
2,369
+21
+0.9% +$2.8K 0.04% 176
2025
Q2 		$302K Buy
+2,348
New +$228K 0.03% 211
2025
Q1 		– Sell
-2,573
Closed -$292K – 388
2024
Q4 		$292K Buy
2,573
+336
+15% +$39.9K 0.04% 162
2024
Q3 		$223K Buy
+2,237
New +$185K 0.03% 158

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SYM Financial Corp reduced its Vertiv (VRT) stake by 8.7% in Q2 2026, selling an estimated $60.9K and leaving 2,017 shares worth $675K. The position accounts for 0.05% of the portfolio, ranked #104.

SYM Financial Corp first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • SYM Financial Corp held 2,017 shares of Vertiv worth $675K as of Q2 2026.
  • SYM Financial Corp sold 192 Vertiv shares in Q2 2026, an estimated $60.9K.
  • Vertiv made up 0.05% of SYM Financial Corp's portfolio in Q2 2026, its #104 holding.
  • SYM Financial Corp first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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