Position in AZO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$202,666
-$14,390 QoQ
Shares Held
60
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026SYM FINANCIAL Corp holds $224,498 across 1 Auto Parts name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWA |
Borgwarner Inc
|
3,381 | $224,498 |
All Filings in AZO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,666 | 60 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $217,056 | 64 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $368,960 | 86 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $308,115 | 83 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $232,579 | 61 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $214,534 | 67 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||