SYM Financial Corp
ZM icon

SYM Financial Corp’s Zoom ZM Stock Holding History

SYM Financial Corp’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$421K Sell
4,638
-77
-2% -$7.34K 0.03% 198
2026
Q2 		$407K Buy
4,715
+166
+4% +$15.7K 0.03% 187
2026
Q1 		$366K Sell
4,549
-1,739
-28% -$146K 0.04% 182
2025
Q4 		$543K Buy
6,288
+1,595
+34% +$134K 0.06% 121
2025
Q3 		$387K Sell
4,693
-262
-5% -$20.4K 0.04% 153
2025
Q2 		$386K Buy
4,955
+415
+9% +$32.1K 0.04% 162
2025
Q1 		$335K Sell
4,540
-37
-0.8% -$2.95K 0.04% 155
2024
Q4 		$374K Buy
4,577
+1,216
+36% +$95.6K 0.05% 127
2024
Q3 		$234K Buy
+3,361
New +$210K 0.03% 149

Other funds holding ZM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

SYM Financial Corp reduced its Zoom (ZM) stake by 1.6% in Q3 2026, selling an estimated $7.34K and leaving 4,638 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #198.

SYM Financial Corp first reported a position in ZM in Q3 2024 and has held it in 9 quarters since. The position peaked at $543K in Q4 2025. 414 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • SYM Financial Corp held 4,638 shares of Zoom worth $421K as of Q3 2026.
  • SYM Financial Corp sold 77 Zoom shares in Q3 2026, an estimated $7.34K.
  • Zoom made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #198 holding.
  • SYM Financial Corp first reported a position in Zoom in Q3 2024 and has held it in 9 quarters since.
  • SYM Financial Corp's Zoom position peaked at $543K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

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