Managers / Q1 2020 · view latest →
SYM FINANCIAL Corp
CIK 0000764739 · 801 PARK AVE, WINONA LAKE, IN, 46590 · 2192672300
Reported Value
$99M
Q1 2020
Positions
69
Filings on Record
30
2019–present window
Filed
Apr 28, 2020
original filing
Summary
Sym Financial Corp reported $99M in U.S.-listed holdings across 69 positions for Q1 2020.
The portfolio is heavily concentrated: SCHB alone accounts for 24.4% of reported value.
Compared with Q4 2019, the fund opened 11 new positions and exited 37.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.0B | 415 | May 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $973M | 416 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $935M | 409 | Nov 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $893M | 420 | Aug 1, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $812M | 352 | May 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $774M | 333 | Jan 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $747M | 263 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $627M | 262 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $606M | 167 | May 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $618M | 178 | Feb 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $563M | 186 | Oct 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $493M | 126 | Aug 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $453M | 105 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $420.6B | 120 | Jan 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $207M | 104 | Oct 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $211M | 115 | Jul 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $233M | 115 | Apr 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $257M | 103 | Feb 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $170M | 115 | Oct 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $175M | 87 | Jul 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $174M | 79 | Apr 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $136M | 81 | Jan 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $134M | 84 | Oct 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $124M | 63 | Jul 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $99M | 69 | Apr 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $151M | 95 | Feb 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $150M | 65 | Nov 4, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $156M | 71 | Jul 29, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $158M | 66 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $251M | 80 | Feb 13, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.