Position in MSCI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$222,335
+$18,051 QoQ
Shares Held
397
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#826
of 1,074 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SYM FINANCIAL Corp holds $1,301,396 across 5 Financial Data & Stock Exchanges names. MSCI ranks #5 (17.1% of the industry book) .
All Filings in MSCI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,335 | 397 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $204,284 | 379 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $221,289 | 390 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $292,407 | 507 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $520,825 | 921 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $297,604 | 496 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||