Position in AWK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$405,924
New position
Shares Held
3,085
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#664
of 1,121 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026SYM FINANCIAL Corp holds $405,924 across 1 Utilities - Regulated Water name. AWK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
3,085 | $405,924 |
All Filings in AWK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,924 | 3,085 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||