Ameritas Advisory Services’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.5K Buy
+100
New +$5.1K ﹤0.01% 1584
2025
Q4
Sell
-100
Closed -$5.39K 1966
2025
Q3
$5.39K Hold
100
﹤0.01% 1818
2025
Q2
$3.88K Buy
+100
New +$2.62K ﹤0.01% 2309
2023
Q2
Sell
-200
Closed -$4.57K 2305
2023
Q1
$4.57K Buy
+200
New +$3.34K ﹤0.01% 2176

Other funds holding SYM

Ameritas Advisory Services's SYM Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Symbotic (SYM) in Q2 2026: 100 shares worth $4.5K. The stake represents ﹤0.01% of the portfolio and ranks #1584 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SYM as recently as Q3 2025.

Ameritas Advisory Services first reported a position in SYM in Q1 2023 and has held it in 4 quarters since. The position peaked at $5.39K in Q3 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Ameritas Advisory Services held 100 shares of Symbotic worth $4.5K as of Q2 2026.
  • Symbotic was a new Ameritas Advisory Services position in Q2 2026.
  • Symbotic made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1584 holding.
  • Ameritas Advisory Services first reported a position in Symbotic in Q1 2023 and has held it in 4 quarters since.
  • Ameritas Advisory Services's Symbotic position peaked at $5.39K in Q3 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.