13F Filings History of Symphony Financial Services, Inc.

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$195,059,082
Signature - Title
Craig Small - Vice President
Location
Akron, OH
Summary
This page shows a list of all the recent 13F filings made by Symphony Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Symphony Financial Services, Inc. reported 102 stock holdings with total value $195,059,082 as of Q4 2025. Top holdings included PYLD, BUFR, USMC, PAVE, and KNG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 102 $195,059,082 +$19,442,692 -$11,449,367 +$7,993,325 PYLD, BUFR, USMC, PAVE, KNG 13F-HR 12 Feb 2026, 11:38
Q3 2025 100 $185,803,207 +$11,236,063 -$2,957,589 +$8,278,474 PYLD, BUFR, USMC, KNG, JAAA 13F-HR 12 Nov 2025, 14:59
Q2 2025 92 $167,384,288 +$6,471,829 -$3,180,728 +$3,291,101 PYLD, BUFR, USMC, JAAA, KNG 13F-HR 08 Aug 2025, 09:59
Q1 2025 86 $153,079,214 +$41,340,170 -$8,204,677 +$33,135,493 PYLD, JAAA, BUFR, USMC, KNG 13F-HR 12 May 2025, 11:55
Q4 2024 80 $124,451,297 +$10,266,095 -$7,650,823 +$2,615,272 JAAA, JMBS, USMC, AAPL, PAVE 13F-HR 06 Feb 2025, 14:30
Q3 2024 82 $115,501,043 +$13,424,497 -$6,533,548 +$6,890,949 JMBS, JAAA, USMC, PAVE, AAPL 13F-HR 12 Nov 2024, 15:31
Q2 2024 85 $104,692,946 $0 $0 $0 JAAA, JMBS, USMC, AAPL, PAVE 13F-HR 09 Aug 2024, 12:56