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Bear Mountain Capital’s Symbotic SYM Stock Holding History

Bear Mountain Capital’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 		$1.26K Buy
29
+4
+16% +$204 ﹤0.01% 135
2026
Q1 		$1.65K Buy
25
+2
+9% +$114 ﹤0.01% 130
2025
Q4 		$1.52K Buy
23
+3
+15% +$198 ﹤0.01% 135
2025
Q3 		$1.42K Buy
20
+3
+18% +$152 ﹤0.01% 155
2025
Q2 		$936 Hold
17
– – ﹤0.01% 148
2025
Q1 		$366 Hold
17
– – ﹤0.01% 283
2024
Q4 		$558 Hold
17
– – ﹤0.01% 146
2024
Q3 		$480 Buy
+17
New +$462 ﹤0.01% 146

Other funds holding SYM

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Bear Mountain Capital's SYM Position: Q2 2026 in Review

Bear Mountain Capital increased its Symbotic (SYM) stake by 16% in Q2 2026, buying an estimated $204 and bringing the position to 29 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

Bear Mountain Capital first reported a position in SYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.65K in Q1 2026. 106 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Bear Mountain Capital held 29 shares of Symbotic worth $1.26K as of Q2 2026.
  • Bear Mountain Capital bought 4 Symbotic shares in Q2 2026, an estimated $204.
  • Symbotic made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #135 holding.
  • Bear Mountain Capital first reported a position in Symbotic in Q3 2024 and has held it in 8 quarters since.
  • Bear Mountain Capital's Symbotic position peaked at $1.65K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.