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Atlantic Union Bankshares’s Symbotic SYM Stock Holding History

Atlantic Union Bankshares’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 		$26K Buy
+579
New +$29.5K ﹤0.01% 1098
2025
Q4 		– Sell
-20
Closed -$1.08K – 1781
2025
Q3 		$1.08K Buy
+20
New +$1.01K ﹤0.01% 1521

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

Atlantic Union Bankshares's SYM Position: Q2 2026 in Review

Atlantic Union Bankshares opened a new position in Symbotic (SYM) in Q2 2026: 579 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings. This is a return to the name: Atlantic Union Bankshares previously reported a position in SYM as recently as Q3 2025.

Atlantic Union Bankshares first reported a position in SYM in Q3 2025 and has held it in 2 quarters since. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Atlantic Union Bankshares held 579 shares of Symbotic worth $26K as of Q2 2026.
  • Symbotic was a new Atlantic Union Bankshares position in Q2 2026.
  • Symbotic made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1098 holding.
  • Atlantic Union Bankshares first reported a position in Symbotic in Q3 2025 and has held it in 2 quarters since.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.