SYM FINANCIAL Corp
CIK 764739
13F filing for Q2 2026・No. 2,225
- Holdings
- US$1.24B
- Quarter change
- +US$243.21M
- Entries
- 531
- Net bought (estimate)
- +US$162.64M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 156
- Sold out 39
- Cut 107
- Added 207
- Corporate actions 0
- Unchanged 60
Largest holdings
530 stocks worth US$1.24B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 6,729,230 | US$277.58M | 22.31% |
| DIMENSIONAL ETF TRUSTUS CORE EQT MKT | Added | 3,036,703 | US$156.97M | 12.62% |
| WISDOMTREE TRINTERNATIONL EFI | Added | 2,462,956 | US$114.77M | 9.23% |
| VANGUARD INDEX FDSMCAP VL IDXVIP | Added | 569,031 | US$112.44M | 9.04% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 269,521 | US$99.73M | 8.02% |
| ISHARES TRUS TREAS BD ETF | Added | 3,845,020 | US$87.59M | 7.04% |
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Cut | 1,187,558 | US$34.39M | 2.76% |
| DOWDOW HLDGS INCCOM | Added | 554,157 | US$15.16M | 1.22% |
| AAPLAppleCOM | Cut | 47,836 | US$13.84M | 1.11% |
| VANGUARD ADMIRAL FDS INCSMLCP 600 VAL | Cut | 114,517 | US$13.44M | 1.08% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.