Quick Takeaways
- SYM FINANCIAL Corp reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $1,000,831,406.
13F Filings History of SYM FINANCIAL Corp
- Latest 13F report
- Q1 2026 - 08 May 2026
- Value $
- $1,000,831,406
- Signature - Title
- Crystal L. Allen - Chief Compliance Officer
- Location
- Winona Lake, IN
- Summary
- This page shows a list of all the recent 13F filings made by SYM FINANCIAL Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SYM FINANCIAL Corp reported 413 stock holdings with total value $1,000,831,406 as of Q1 2026. Top holdings included DFAI, NTSI, VOE, VTI, and GOVT.
Follow Filing Activity
Follow SYM FINANCIAL Corp and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.
Holdings Value
What Changed
- Most recent filing was accepted on 08 May 2026, 11:01.
- Reported value moved from $973,301,939 to $1,000,831,406.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 413 | $1,000,831,406 | +$37,521,060 | -$18,581,326 | +$18,939,734 | DFAI, NTSI, VOE, VTI, GOVT | 13F-HR | 08 May 2026, 11:01 |
| Q4 2025 | 414 | $973,301,939 | +$33,975,487 | -$20,691,286 | +$13,284,201 | DFAI, NTSI, VOE, VTI, GOVT | 13F-HR | 13 Feb 2026, 12:22 |
| Q3 2025 | 406 | $934,669,663 | +$35,900,743 | -$44,876,476 | -$8,975,733 | DFAI, NTSI, VOE, VTI, GOVT | 13F-HR | 03 Nov 2025, 16:28 |
| Q2 2025 | 420 | $893,463,398 | +$50,585,719 | -$28,073,706 | +$22,512,013 | DFAI, NTSI, VOE, VTI, GOVT | 13F-HR | 01 Aug 2025, 12:35 |
| Q1 2025 | 352 | $811,655,565 | +$46,521,405 | -$14,908,291 | +$31,613,114 | DFAI, NTSI, VOE, GOVT, VTI | 13F-HR | 06 May 2025, 12:10 |
| Q4 2024 | 333 | $773,550,444 | +$116,532,031 | -$39,158,933 | +$77,373,098 | DFAI, NTSI, VOE, GOVT, VTI | 13F-HR | 24 Jan 2025, 10:51 |
| Q3 2024 | 263 | $747,250,553 | +$84,942,638 | -$7,226,362 | +$77,716,276 | DFAI, NTSI, VOE, VTI, GOVT | 13F-HR | 14 Nov 2024, 10:58 |
| Q2 2024 | 262 | $627,260,603 | +$47,664,662 | -$16,576,494 | +$31,088,168 | DFAI, NTSI, VOE, GOVT, VTI | 13F-HR | 08 Aug 2024, 09:31 |
| Q1 2024 | 167 | $606,104,251 | +$14,618,271 | -$57,397,316 | -$42,779,045 | DFAI, NTSI, VOE, GOVT, DOW | 13F-HR | 06 May 2024, 16:50 |
| Q4 2023 | 178 | $617,709,202 | +$40,474,418 | -$38,741,520 | +$1,732,898 | DFAI, NTSI, VOE, GOVT, AGG | 13F-HR | 06 Feb 2024, 13:54 |
| Q3 2023 | 186 | $563,433,573 | +$106,194,899 | -$13,717,502 | +$92,477,397 | DFAI, NTSI, VOE, GOVT, VTI | 13F-HR | 27 Oct 2023, 16:35 |
| Q2 2023 | 126 | $493,377,293 | +$41,582,360 | -$12,131,092 | +$29,451,268 | DFAI, NTSI, VOE, VTI, DOW | 13F-HR | 02 Aug 2023, 16:28 |
| Q1 2023 | 105 | $453,177,553 | +$33,085,296 | -$15,763,948 | +$17,321,348 | DFAI, NTSI, VOE, VTI, DOW | 13F-HR | 02 May 2023, 16:34 |
| Q4 2022 | 120 | $420,607,160 | +$268,687,239 | -$72,861,098 | +$195,826,141 | DFAI, NTSI, VOE, DOW, VTI | 13F-HR | 19 Jan 2023, 12:17 |
| Q3 2022 | 101 | $206,516,000 | +$12,821,449 | -$3,139,741 | +$9,681,708 | NTSX, AGG, VTI, DOW, SCHB | 13F-HR | 28 Oct 2022, 16:45 |
| Q2 2022 | 115 | $211,432,000 | +$18,472,605 | -$4,873,280 | +$13,599,325 | NTSX, DOW, AGG, SCHB, VTI | 13F-HR | 19 Jul 2022, 09:26 |
| Q1 2022 | 113 | $232,591,000 | +$21,798,827 | -$14,667,228 | +$7,131,599 | NTSX, DOW, SCHB, AGG, VTI | 13F-HR | 22 Apr 2022, 11:44 |
| Q4 2021 | 102 | $257,019,000 | +$94,529,515 | -$18,368,801 | +$76,160,714 | NTSX, SCHB, DOW, AGG, VTI | 13F-HR | 03 Feb 2022, 15:36 |
| Q3 2021 | 114 | $170,429,000 | +$4,592,758 | -$2,594,072 | +$1,998,686 | SCHB, DOW, AGG, VTI, DD | 13F-HR | 15 Oct 2021, 10:30 |
| Q2 2021 | 86 | $175,111,000 | +$3,424,877 | -$8,552,876 | -$5,127,999 | SCHB, DOW, AGG, VTI, DD | 13F-HR | 20 Jul 2021, 10:52 |
| Q1 2021 | 77 | $173,790,000 | +$37,205,985 | -$11,654,304 | +$25,551,681 | SCHB, DOW, DD, AGG, VTI | 13F-HR | 19 Apr 2021, 10:00 |
| Q4 2020 | 79 | $136,428,000 | +$2,516,169 | -$21,645,418 | -$19,129,249 | SCHB, DD, DOW, VTI, VXUS | 13F-HR | 26 Jan 2021, 12:13 |
| Q3 2020 | 83 | $133,548,000 | +$2,609,807 | -$2,361,619 | +$248,188 | SCHB, VTI, DOW, DD, CTVA | 13F-HR | 13 Oct 2020, 15:39 |
| Q2 2020 | 63 | $123,982,000 | +$8,234,868 | -$10,975,722 | -$2,740,854 | SCHB, VTI, DD, DOW, CTVA | 13F-HR | 27 Jul 2020, 16:05 |
| Q1 2020 | 68 | $99,461,000 | +$6,768,734 | -$13,524,022 | -$6,755,288 | SCHB, VTI, DOW, DD, CTVA | 13F-HR | 28 Apr 2020, 10:04 |
| Q4 2019 | 95 | $151,395,000 | +$3,678,446 | -$9,379,824 | -$5,701,378 | SCHB, DD, VTI, DOW, CTVA | 13F-HR | 11 Feb 2020, 10:00 |
| Q3 2019 | 65 | $149,550,000 | +$2,520,346 | -$5,904,503 | -$3,384,157 | DD, VTI, SCHB, DOW, CTVA | 13F-HR | 04 Nov 2019, 09:43 |
| Q2 2019 | 71 | $155,699,000 | +$69,933,003 | -$74,671,156 | -$4,738,153 | VTI, DD, SCHB, DOW, CTVA | 13F-HR | 29 Jul 2019, 10:10 |
| Q1 2019 | 66 | $158,109,000 | +$886,235 | -$115,465,809 | -$114,579,574 | DWDP, VTI, SCHB, VT, DWMF | 13F-HR | 14 May 2019, 09:12 |
| Q4 2018 | 80 | $251,135,000 | +$112,999,350 | -$13,500,604 | +$99,498,746 | GLOF, DWDP, VTI, SCHB, VT | 13F-HR | 13 Feb 2019, 12:53 |
| Q3 2018 | 81 | $178,402,000 | +$10,324,399 | -$3,007,796 | +$7,316,603 | DWDP, VTI, SCHB, IHDG, IWM | 13F-HR | 14 Nov 2018, 13:54 |
| Q2 2018 | 66 | $168,135,000 | +$1,734,461 | -$2,995,604 | -$1,261,143 | DWDP, VTI, SCHB, IHDG, LLY | 13F-HR | 13 Aug 2018, 15:08 |
| Q1 2018 | 57 | $163,856,000 | +$1,099,196 | -$43,265,688 | -$42,166,492 | DWDP, VTI, SCHB, IHDG, ACWI | 13F-HR | 15 May 2018, 15:43 |
| Q4 2017 | 76 | $220,580,000 | $0 | $0 | $0 | DWDP, VTI, SCHB, ADM, MFSF | 13F-HR | 14 Feb 2018, 13:10 |