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Sym Financial Corp

SEC CIK
0000764739
Latest filing
Aug 4, 2026

NVS holding history

Novartis AG 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.

NVS overviewAll 13F holders of NVSFull Q2 2026 holdings

Shares (Q2 2026)
3,984
Value
$624.4K
% of portfolio
0.1%
Quarters held
6
Since Q3 2024
Holdings of NVS by Sym Financial Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,984$624.4K0.1%+450+12.7%AddedHolders
Q1 20263,534$539.8K0.1%+544+18.2%AddedHolders
Q4 20252,990$412.2K<0.1%+149+5.2%AddedHolders
Q3 20252,841$364.3K<0.1%−556−16.4%ReducedHolders
Q2 20253,397$411.1K<0.1%+3,397NewHolders
Q4 20240$00.0%−1,835−100.0%Sold outHolders
Q3 20241,835$211.1K<0.1%+1,835NewHolders