Position in PM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$447,028
+$99,318 QoQ
Shares Held
2,471
+17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,005
of 2,919 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026SYM FINANCIAL Corp holds $1,229,404 across 3 Tobacco names. PM ranks #2 (36.4% of the industry book) .
All Filings in PM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,028 | 2,471 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $347,710 | 2,103 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $322,885 | 2,013 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $360,732 | 2,224 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $443,122 | 2,433 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $295,872 | 1,864 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $449,747 | 3,737 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||