SYM FINANCIAL Corp
All 13F Filings
- Location
- Winona Lake, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,000,860
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 415 | 1,000,860 | 13F-HR | SYM FINANCIAL Corp |
| Q4 2025 | 2/13/2026 | 416 | 973,362 | 13F-HR | SYM FINANCIAL Corp |
| Q3 2025 | 11/3/2025 | 409 | 934,713 | 13F-HR | SYM FINANCIAL Corp |
| Q2 2025 | 8/1/2025 | 420 | 893,463 | 13F-HR | SYM FINANCIAL Corp |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
29
(0.0% of total reported value)
· QoQ Δ:
-31
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 323.4 K | 32.3% | 0 | 515.8 K | -515.8 K |
| ETFs | 677.4 K | 67.7% | 543.3 K | 0 | 543.3 K |
| Debt | 35 | 0.0% | 0 | 2 | -2 |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
1,000,860
Holdings
415
QoQ value change ($000)
27,498
(2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.