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Sym Financial Corp

SEC CIK
0000764739
Latest filing
Aug 4, 2026

WEC holding history

Wec Energy Group, 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.

WEC overviewAll 13F holders of WECFull Q2 2026 holdings

Shares (Q2 2026)
5,409
Value
$631.6K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of WEC by Sym Financial Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,409$631.6K0.1%+230+4.4%AddedHolders
Q1 20265,179$599.6K0.1%−46−0.9%ReducedHolders
Q4 20255,225$551.0K0.1%−156−2.9%ReducedHolders
Q3 20255,381$616.6K0.1%+54+1.0%AddedHolders
Q2 20255,327$555.1K0.1%+143+2.8%AddedHolders
Q1 20255,184$565.0K0.1%+125+2.5%AddedHolders
Q4 20245,059$475.7K0.1%−32−0.6%ReducedHolders
Q3 20245,091$489.7K0.1%+188+3.8%AddedHolders
Q2 20244,903$384.7K0.1%+4,903NewHolders