Bank of New York Mellon
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Bank of New York Mellon’s Symbotic SYM Stock Holding History

Bank of New York Mellon’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 		$2.05M Buy
45,507
+15,425
+51% +$786K ﹤0.01% 2934
2026
Q1 		$1.6M Sell
30,082
-57,586
-66% -$3.3M ﹤0.01% 2938
2025
Q4 		$5.22M Buy
87,668
+20,258
+30% +$1.34M ﹤0.01% 2304
2025
Q3 		$3.63M Buy
67,410
+16,147
+31% +$816K ﹤0.01% 2505
2025
Q2 		$1.99M Sell
51,263
-9,291
-15% -$243K ﹤0.01% 2751
2025
Q1 		$1.22M Buy
60,554
+15,947
+36% +$407K ﹤0.01% 2940
2024
Q4 		$1.06M Sell
44,607
-18,411
-29% -$523K ﹤0.01% 3127
2024
Q3 		$1.54M Sell
63,018
-17,689
-22% -$480K ﹤0.01% 2889
2024
Q2 		$2.84M Buy
80,707
+7,058
+10% +$286K ﹤0.01% 2602
2024
Q1 		$3.31M Buy
73,649
+5,721
+8% +$251K ﹤0.01% 2512
2023
Q4 		$3.49M Buy
67,928
+7,462
+12% +$327K ﹤0.01% 2550
2023
Q3 		$2.02M Buy
60,466
+8,041
+15% +$331K ﹤0.01% 2803
2023
Q2 		$2.24M Buy
52,425
+29,500
+129% +$969K ﹤0.01% 2768
2023
Q1 		$524K Sell
22,925
-6,365
-22% -$106K ﹤0.01% 3474
2022
Q4 		$350K Buy
29,290
+13,533
+86% +$158K ﹤0.01% 3726
2022
Q3 		$181K Buy
+15,757
New +$232K ﹤0.01% 4057

Other funds holding SYM

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon's SYM Position: Q2 2026 in Review

Bank of New York Mellon increased its Symbotic (SYM) stake by 51% in Q2 2026, buying an estimated $786K and bringing the position to 45,507 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2934.

Bank of New York Mellon first reported a position in SYM in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.22M in Q4 2025. 233 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Bank of New York Mellon held 45,507 shares of Symbotic worth $2.05M as of Q2 2026.
  • Bank of New York Mellon bought 15,425 Symbotic shares in Q2 2026, an estimated $786K.
  • Symbotic made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2934 holding.
  • Bank of New York Mellon first reported a position in Symbotic in Q3 2022 and has held it in 16 quarters since.
  • Bank of New York Mellon's Symbotic position peaked at $5.22M in Q4 2025.
  • 233 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.