SYM Financial Corp
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SYM Financial Corp’s Workday WDAY Stock Holding History

SYM Financial Corp’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$234K Buy
+1,231
New +$214K 0.02% 358
2025
Q4 		– Sell
-1,202
Closed -$289K – 458
2025
Q3 		$289K Buy
+1,202
New +$278K 0.03% 229

Other funds holding WDAY

First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

SYM Financial Corp opened a new position in Workday (WDAY) in Q3 2026: 1,231 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #358 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in WDAY as recently as Q3 2025.

SYM Financial Corp first reported a position in WDAY in Q3 2025 and has held it in 2 quarters since. The position peaked at $289K in Q3 2025. 604 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • SYM Financial Corp held 1,231 shares of Workday worth $234K as of Q3 2026.
  • Workday was a new SYM Financial Corp position in Q3 2026.
  • Workday made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #358 holding.
  • SYM Financial Corp first reported a position in Workday in Q3 2025 and has held it in 2 quarters since.
  • SYM Financial Corp's Workday position peaked at $289K in Q3 2025.
  • 604 funds tracked by Wall St. Rank held Workday as of Q3 2026.

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