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BankPlus Trust Department’s Symbotic SYM Stock Holding History

BankPlus Trust Department’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 		– Sell
-100
Closed -$5.32K – 486
2026
Q1 		$5.32K Hold
100
– – ﹤0.01% 403
2025
Q4 		$5.95K Hold
100
– – ﹤0.01% 395
2025
Q3 		$5.39K Hold
100
– – ﹤0.01% 393
2025
Q2 		$3.88K Hold
100
– – ﹤0.01% 395
2025
Q1 		$2.02K Buy
+100
New +$2.55K ﹤0.01% 437

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

BankPlus Trust Department's SYM Position: Q2 2026 in Review

BankPlus Trust Department sold out of Symbotic (SYM) in Q2 2026, closing a stake of 100 shares — an estimated $5.32K sold.

BankPlus Trust Department first reported a position in SYM in Q1 2025 and held it in 5 quarters. The position peaked at $5.95K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • BankPlus Trust Department reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • BankPlus Trust Department sold 100 Symbotic shares in Q2 2026, an estimated $5.32K.
  • BankPlus Trust Department first reported a position in Symbotic in Q1 2025 and held it in 5 quarters.
  • BankPlus Trust Department's Symbotic position peaked at $5.95K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.