Sym Financial Corp

SEC CIK: 0000764739
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

EVR holding history

Evercore Inc. in every 13F filed by Sym Financial Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EVR overview All 13F holders of EVR Full Q2 2026 holdings

Shares (Q2 2026): 850
Value: $290.2K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of EVR by Sym Financial Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	850	$290.2K	<0.1%	+77+10.0%	Added	Holders
Q1 2026	773	$230.7K	<0.1%	+14+1.8%	Added	Holders
Q4 2025	759	$258.3K	<0.1%	+12+1.6%	Added	Holders
Q3 2025	747	$252.0K	<0.1%	+747	New	Holders