Managers / Q1 2025 · view latest →
SYM FINANCIAL Corp
CIK 0000764739 · 801 PARK AVE, WINONA LAKE, IN, 46590 · 2192672300
Reported Value
$812M
Q1 2025
Positions
352
Filings on Record
30
2019–present window
Filed
May 6, 2025
original filing
Summary
Sym Financial Corp reported $812M in U.S.-listed holdings across 352 positions for Q1 2025.
The portfolio is heavily concentrated: DFAI alone accounts for 25.7% of reported value.
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 2025
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 ↗.