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Allworth Financial’s Symbotic SYM Stock Holding History

Allworth Financial’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68K Sell
1,512
-1,274
-46% -$64.9K ﹤0.01% 2227
2026
Q1 		$148K Sell
2,786
-284
-9% -$16.3K ﹤0.01% 1588
2025
Q4 		$183K Buy
3,070
+1,070
+54% +$70.7K ﹤0.01% 1388
2025
Q3 		$108K Buy
2,000
+1,669
+504% +$84.3K ﹤0.01% 1644
2025
Q2 		$12.9K Buy
331
+275
+491% +$7.2K ﹤0.01% 2773
2025
Q1 		$1.24K Sell
56
-9
-14% -$230 ﹤0.01% 3394
2024
Q4 		$2.16K Buy
+65
New +$1.85K ﹤0.01% 3132

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allworth Financial's SYM Position: Q2 2026 in Review

Allworth Financial reduced its Symbotic (SYM) stake by 46% in Q2 2026, selling an estimated $64.9K and leaving 1,512 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Allworth Financial first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $183K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Allworth Financial held 1,512 shares of Symbotic worth $68K as of Q2 2026.
  • Allworth Financial sold 1,274 Symbotic shares in Q2 2026, an estimated $64.9K.
  • Symbotic made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2227 holding.
  • Allworth Financial first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • Allworth Financial's Symbotic position peaked at $183K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.