AssetMark Inc
SYM icon

AssetMark Inc’s Symbotic SYM Stock Holding History

AssetMark Inc’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 		$5.71K Buy
127
+101
+388% +$5.15K ﹤0.01% 2637
2026
Q1 		$1.38K Hold
26
– – ﹤0.01% 2961
2025
Q4 		$1.55K Hold
26
– – ﹤0.01% 2833
2025
Q3 		$1.4K Sell
26
-5
-16% -$253 ﹤0.01% 2709
2025
Q2 		$1.2K Buy
+31
New +$812 ﹤0.01% 2567

Other funds holding SYM

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
BLAM
Bourne Lent Asset Management Pawling, New York $289M AUM 30.86% 1-Year Est. Return

AssetMark Inc's SYM Position: Q2 2026 in Review

AssetMark Inc increased its Symbotic (SYM) stake by 388% in Q2 2026, buying an estimated $5.15K and bringing the position to 127 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

AssetMark Inc first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • AssetMark Inc held 127 shares of Symbotic worth $5.71K as of Q2 2026.
  • AssetMark Inc bought 101 Symbotic shares in Q2 2026, an estimated $5.15K.
  • Symbotic made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2637 holding.
  • AssetMark Inc first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.