Position in SYM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,878,922
-$1,448,580 QoQ
Shares Held
153,035
-2.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 415 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $8,459,523,398 across 64 Specialty Industrial Machinery names. SYM ranks #37 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
9,761,725 | $1,397,390,932 | |
| 2 | ETN |
Eaton Corp plc
|
3,135,220 | $1,335,979,945 | |
| 3 | GEV |
GE Vernova Inc.
|
1,087,329 | $1,277,459,346 | |
| 4 | ITW |
Illinois Tool Works Inc
|
4,367,704 | $1,181,332,898 | |
| 5 | PH |
Parker-Hannifin Corp
|
878,078 | $858,865,651 | |
| 6 | CMI |
Cummins Inc
|
726,452 | $518,112,828 | |
| 7 | DOV |
DOVER Corp
|
1,973,321 | $442,576,431 | |
| 8 | XYL |
Xylem Inc.
|
1,839,680 | $217,468,570 |
All Filings in SYM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,878,922 | 153,035 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,327,502 | 156,532 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $9,061,492 | 152,294 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,356,891 | 210,703 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,664,560 | 197,286 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,930,187 | 144,987 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,931,053 | 123,621 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,347,307 | 137,241 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,305,782 | 293,111 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,669,130 | 259,314 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $8,807,456 | 171,585 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,121,433 | 63,459 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,310,070 | 30,602 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $451,706 | 19,777 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $225,880 | 18,918 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $257,772 | 22,415 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||