Position in CI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$345,174
+$15,256 QoQ
Shares Held
1,294
+29.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SYM FINANCIAL Corp holds $2,928,809 across 5 Healthcare Plans names.
All Filings in CI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $345,174 | 1,294 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $329,918 | 998 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $269,451 | 819 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $445,868 | 1,287 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $378,172 | 1,144 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||