Symmetry Partners, LLC SMOM β€” SYMMETRY PANORAMIC TR

Ownership history in Symmetry Partners, LLC  Β·  3 quarters on record

AI Ownership Summary

Symmetry Partners, LLC reported SYMMETRY PANORAMIC TR (SMOM) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 3.14% in 2025 Q4. The latest visible filing shows SMOM at 2.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Symmetry Partners, LLC's position in SYMMETRY PANORAMIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SMOM was reported at 2.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.14% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Symmetry Partners, LLC held SMOM β€” position size vs. price
% of Fund (quarterly)    SMOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 2,099,906 +45,498 +2.2% 2.99% $52.4M 2026-04-27 $26.61
2025 Q4 ADDED β€” β€” β€” 2,054,408 +1,849,497 +902.6% 3.14% $53.0M 2026-01-27 $26.25
2025 Q3 INITIATED β€” β€” β€” 204,911 β€” β€” 0.58% $5.3M 2025-10-15 $25.57

🏒 Other funds also holding SMOM

As of 2026 Q1 β€” sorted by position size

Sequoia Financial Advisors, LLC 3Y 7Y 0.01% Kestra Advisory Services, LLC 3Y 0.0%

FAQ About Symmetry Partners, LLC and SMOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Symmetry Partners, LLC reported owning SMOM?

Symmetry Partners, LLC reported SMOM across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported SMOM position in Symmetry Partners, LLC's portfolio?

The largest reported portfolio weight for SMOM was 3.14% in 2025 Q4.

What is the latest reported SMOM position on this page?

The most recent filing on this page is 2026 Q1, when Symmetry Partners, LLC reported 2,099,906 shares, equal to 2.99% of portfolio, with an estimated market value of $52.4M.

What does the chart on this SMOM ownership page compare?

The chart compares Symmetry Partners, LLC's quarterly SMOM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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