Position in VRT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$675,331
+$121,800 QoQ
Shares Held
2,017
-8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,272
of 2,035 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026SYM FINANCIAL Corp holds $675,331 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
2,017 | $675,331 |
All Filings in VRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,331 | 2,017 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $553,531 | 2,209 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $396,438 | 2,447 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $357,387 | 2,369 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $301,506 | 2,348 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $292,318 | 2,573 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $222,559 | 2,237 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||