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Disclosery

SYM FINANCIAL Corp

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13F filer, CIK 764739, WINONA LAKE, IN

SYM FINANCIAL Corp reported $1,244,071,050 across 531 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-04. Its ten largest share positions make up 74.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-013478

Period
2026-06-30
Reported value
$1.24B
Holdings
531
Top 10 weight
74.43%
New
156
Sold out
40

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAUadded+2,913,225$151M
DFAIadded+210,762$8.69M
SPMOnew+25,602$4.14M
GOVTadded+121,682$2.77M
KLACadded+5,946$1.79M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VXUSreduced-70,762-$6.05M
VEAreduced-73,276-$5.22M
VTIreduced-7,132-$2.64M
LKFNreduced-34,464-$2.13M
NVDAreduced-8,502-$1.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001398344-26-013478, largest first. % of portfolio is the value over $1,244,035,313, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PSKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89 shares 89$2.72K<0.01%newTimeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29 shares 29$2.71K<0.01%newTimeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares 27$2.55K<0.01%newTimeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,619 shares; 2025Q1: 3,728 shares; 2025Q2: 1,280 shares; 2025Q3: 110 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares 22$2.43K<0.01%newTimeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15$2.35K<0.01%newTimeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 789 shares; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 75 shares 75$2.29K<0.01%0Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30$2.26K<0.01%newTimeline
FRNWFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91 shares 91$2.22K<0.01%newTimeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25$2.06K<0.01%0Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares 75$2.06K<0.01%newTimeline
EUHYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares 36$1.94K<0.01%newTimeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24 shares 24$1.81K<0.01%newTimeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25$1.68K<0.01%0Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35$1.57K<0.01%0Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13$1.53K<0.01%newTimeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15$1.45K<0.01%newTimeline
DRNDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120 shares 120$1.26K<0.01%newTimeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52 shares; 2026Q2: 15 shares 15$1.24K<0.01%-37Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26 shares 26$1.1K<0.01%newTimeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares 21$1.06K<0.01%newTimeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37 shares 37$1.05K<0.01%newTimeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares 36$1.04K<0.01%newTimeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10$1K<0.01%newTimeline
NLRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7$812<0.01%newTimeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32 shares 32$714<0.01%newTimeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11$634<0.01%newTimeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9$599<0.01%newTimeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 435 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19$504<0.01%newTimeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2$309<0.01%newTimeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3$166<0.01%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
GOOGLALPHABET INC COMcall100$35.7K0

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CMCSACOMCAST CORP NEW15,598$448Kshares
CMGCHIPOTLE MEXICAN GRILL INC13,645$437Kshares
IDXXIDEXX LABS INC777$437Kshares
MLMMARTIN MARIETTA MATLS INC675$397Kshares
CRMSALESFORCE INC1,921$359Kshares
ORLYOREILLY AUTOMOTIVE INC3,756$347Kshares
CITHE CIGNA GROUP1,294$345Kshares
MKTXMARKETAXESS HLDGS INC1,874$309Kshares
HIIHUNTINGTON INGALLS INDS INC770$293Kshares
CHRWC H ROBINSON WORLDWIDE IN1,572$261Kshares
CGCARLYLE GROUP INC5,382$260Kshares
UBERUBER TECHNOLOGIES INC3,598$259Kshares
KMXCARMAX INC6,087$253Kshares
ROPROPER TECHNOLOGIES INC715$253Kshares
HONHONEYWELL INTL INC1,098$248Kshares
ITGARTNER INC1,533$243Kshares
TRUTRANSUNION3,485$241Kshares
BMRNBIOMARIN PHARMACEUTICAL INC4,235$239Kshares
TSNTYSON FOODS INC3,662$235Kshares
DDDUPONT DE NEMOURS INC5,120$235Kshares
ANFABERCROMBIE & FITCH CO2,528$231Kshares
ISRGINTUITIVE SURGICAL INC489$225Kshares
MLIMUELLER INDS INC2,007$222Kshares
MCKMCKESSON CORP253$219Kshares
LULULULULEMON ATHLETICA INC1,373$210Kshares
MANHMANHATTAN ASSOCIATES INC1,568$209Kshares
HCAHCA HEALTHCARE INC437$207Kshares
EPDENTERPRISE PRODS PARTNERS L5,370$203Kshares
AZOAUTOZONE INC60$203Kshares
ADPAUTOMATIC DATA PROCESSING IN995$202Kshares
BRBROADRIDGE FINL SOLUTIONS IN1,237$201Kshares
PENPENUMBRA INC612$201Kshares
EAELECTRONIC ARTS INC982$200Kshares
CGCBCAPITAL GRP FIXED INCM ETF T1,316$34.6Kshares
SPYMSPDR SERIES TRUST167$12.8Kshares
VCSHVANGUARD SCOTTSDALE FDS120$9.51Kshares
EEMISHARES TR100$5.68Kshares
SPSBSPDR SERIES TRUST42$1.26Kshares
GABELLI EQUITY TR INCGABELLI EQUITY TR INC16,990$119shares
XMMOINVESCO EXCHANGE TRADED FD T0$0shares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-26-013478 base2026-08-04acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001398344-26-013478 Quarter ended 2026-06-302026-08-04acceptance time not in the bulk data set
13F-HR 0001398344-26-008744 Quarter ended 2026-03-312026-05-08acceptance time not in the bulk data set
13F-HR 0001398344-26-003003 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001398344-25-020214 Quarter ended 2025-09-302025-11-03acceptance time not in the bulk data set
13F-HR 0001398344-25-014302 Quarter ended 2025-06-302025-08-01acceptance time not in the bulk data set
13F-HR 0001398344-25-008756 Quarter ended 2025-03-312025-05-06acceptance time not in the bulk data set
13F-HR 0001398344-25-001010 Quarter ended 2024-12-312025-01-24acceptance time not in the bulk data set
13F-HR 0001398344-24-020778 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001398344-24-014076 Quarter ended 2024-06-302024-08-08acceptance time not in the bulk data set
13F-HR 0001398344-24-008805 Quarter ended 2024-03-312024-05-06acceptance time not in the bulk data set
13F-HR 0001398344-24-002157 Quarter ended 2023-12-312024-02-06acceptance time not in the bulk data set
13F-HR 0001398344-23-019852 Quarter ended 2023-09-302023-10-27acceptance time not in the bulk data set
13F-HR 0001398344-23-013969 Quarter ended 2023-06-302023-08-02acceptance time not in the bulk data set
13F-HR 0001398344-23-008519 Quarter ended 2023-03-312023-05-02acceptance time not in the bulk data set
13F-HR 0001398344-23-000727 Quarter ended 2022-12-312023-01-19acceptance time not in the bulk data set
13F-HR 0001398344-22-020955 Quarter ended 2022-09-302022-10-28acceptance time not in the bulk data set
13F-HR 0001398344-22-013492 Quarter ended 2022-06-302022-07-19acceptance time not in the bulk data set
13F-HR 0001398344-22-007653 Quarter ended 2022-03-312022-04-22acceptance time not in the bulk data set
13F-HR 0001398344-22-001976 Quarter ended 2021-12-312022-02-03acceptance time not in the bulk data set
13F-HR 0001398344-21-019984 Quarter ended 2021-09-302021-10-15acceptance time not in the bulk data set
13F-HR 0001398344-21-014526 Quarter ended 2021-06-302021-07-20acceptance time not in the bulk data set
13F-HR 0001398344-21-008148 Quarter ended 2021-03-312021-04-19acceptance time not in the bulk data set
13F-HR 0001398344-21-001363 Quarter ended 2020-12-312021-01-26acceptance time not in the bulk data set
13F-HR 0001398344-20-019994 Quarter ended 2020-09-302020-10-13acceptance time not in the bulk data set
13F-HR 0001398344-20-014481 Quarter ended 2020-06-302020-07-27acceptance time not in the bulk data set
13F-HR 0001398344-20-008560 Quarter ended 2020-03-312020-04-28acceptance time not in the bulk data set
13F-HR 0001398344-20-002630 Quarter ended 2019-12-312020-02-11acceptance time not in the bulk data set
13F-HR 0001398344-19-018987 Quarter ended 2019-09-302019-11-04acceptance time not in the bulk data set
13F-HR 0001398344-19-012726 Quarter ended 2019-06-302019-07-29acceptance time not in the bulk data set
13F-HR 0001398344-19-008764 Quarter ended 2019-03-312019-05-14acceptance time not in the bulk data set
13F-HR 0001398344-19-002598 Quarter ended 2018-12-312019-02-13acceptance time not in the bulk data set
13F-HR 0001398344-18-016547 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001398344-18-011702 Quarter ended 2018-06-302018-08-13acceptance time not in the bulk data set
13F-HR 0001398344-18-007594 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001398344-18-002316 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set