DOW — DOW INC

Ownership history in SYM FINANCIAL Corp  ·  27 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in DOW INC (DOW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
21.65% (2020 Q4)
Avg. % of fund
10.32%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 548,549 -1,638 -0.3% 1.32% $12.8M $23.11
2025 Q3 ADDED 550,187 +1,294 +0.2% 1.35% $12.6M $22.33
2025 Q2 ADDED 548,893 +30,085 +5.8% 1.63% $14.5M $25.42
2025 Q1 ADDED 518,808 +917 +0.2% 2.23% $18.1M $32.71
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DOW price (monthly, adj. close)

Other funds also holding DOW

As of 2025 Q4 — sorted by position size

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3Y 7Y 2.31% Allen Mooney & Barnes Investment Advisors LLC 2.24% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 1.93% Orca Wealth Management, LLC 1.52% NAN FUNG TRINITY (HK) Ltd 3Y 1.42% GFS Advisors, LLC 3Y 7Y 1.39% Hedges Asset Management LLC 3Y 1.36% CapWealth Advisors, LLC 3Y 7Y 1.3% Econ Financial Services Corp 3Y 7Y 1.26% Altrius Capital Management Inc 3Y 1.09%
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