SYM FINANCIAL Corp
All 13F Filings
- Location
- Winona Lake, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,244,071
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 531 | 1,244,071 | 13F-HR | SYM FINANCIAL Corp |
| 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):
36
(0.0% of total reported value)
· QoQ Δ:
+7
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 360.5 K | 29.0% | 37.09 K | 0 | 37.09 K |
| ETFs | 883.5 K | 71.0% | 206.1 K | 0 | 206.1 K |
| Debt | 67 | 0.0% | 32 | 0 | 32 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
1,244,071
Holdings
531
QoQ value change ($000)
243,211
(24.3%)
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.