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Barrett & Company’s Symbotic SYM Stock Holding History

Barrett & Company’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 		$5.62K Buy
125
+75
+150% +$3.82K ﹤0.01% 545
2026
Q1 		$2.66K Hold
50
– – ﹤0.01% 566
2025
Q4 		$2.98K Hold
50
– – ﹤0.01% 565
2025
Q3 		$2.69K Buy
+50
New +$2.53K ﹤0.01% 566

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

Barrett & Company's SYM Position: Q2 2026 in Review

Barrett & Company increased its Symbotic (SYM) stake by 150% in Q2 2026, buying an estimated $3.82K and bringing the position to 125 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Barrett & Company first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Barrett & Company held 125 shares of Symbotic worth $5.62K as of Q2 2026.
  • Barrett & Company bought 75 Symbotic shares in Q2 2026, an estimated $3.82K.
  • Symbotic made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #545 holding.
  • Barrett & Company first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • 132 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.