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 Q3	$490K	Buy	2,032 +15	+0.7%	+$4.09K	0.04%	168
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

SYM Financial Corp increased its Vertiv (VRT) stake by 0.74% in Q3 2026, buying an estimated $4.09K and bringing the position to 2,032 shares worth $490K. The position accounts for 0.04% of the portfolio, ranked #168.

SYM Financial Corp first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $675K in Q2 2026. 1,053 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

SYM Financial Corp held 2,032 shares of Vertiv worth $490K as of Q3 2026.
SYM Financial Corp bought 15 Vertiv shares in Q3 2026, an estimated $4.09K.
Vertiv made up 0.04% of SYM Financial Corp's portfolio in Q3 2026, its #168 holding.
SYM Financial Corp first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
SYM Financial Corp's Vertiv position peaked at $675K in Q2 2026.
1,053 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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