Position in SYM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$333,843
-$59,730 QoQ
Shares Held
7,427
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#222
of 414 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Somerset Trust Co holds $10,997,134 across 5 Specialty Industrial Machinery names. SYM ranks #5 (3.0% of the industry book) .
All Filings in SYM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,843 | 7,427 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $393,573 | 7,398 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $438,931 | 7,377 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $457,018 | 8,479 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $359,556 | 9,255 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||