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BFSG LLC’s Symbotic SYM Stock Holding History

BFSG LLC’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 		$3.15K Buy
+70
New +$3.57K ﹤0.01% 666

Other funds holding SYM

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
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
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $208M AUM

BFSG LLC's SYM Position: Q2 2026 in Review

BFSG LLC opened a new position in Symbotic (SYM) in Q2 2026: 70 shares worth $3.15K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings.

48 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • BFSG LLC held 70 shares of Symbotic worth $3.15K as of Q2 2026.
  • Symbotic was a new BFSG LLC position in Q2 2026.
  • Symbotic made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #666 holding.
  • 48 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.