SYM FINANCIAL Corp

Position in CL — Colgate Palmolive Co

CIK 764739 WINONA LAKE, IN

Position in CL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$385,881

+$151,375 QoQ

Shares Held

4,209

+86.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,293

of 2,002 holders

Holding Since

Sep 2024

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SYM FINANCIAL Corp holds $1,284,447 across 4 Household & Personal Products names. CL ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	4,053	$594,331
2	CL	Colgate Palmolive Co This page	4,209	$385,881
3	UL	Unilever PLC	3,915	$235,369
4	NWL	Newell Brands Inc.	11,216	$68,866

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,881	4,209	+86.3%	Shares	Sole	2026-08-04
2024-09-30	$234,506	2,259	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.