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Brooklyn Investment Group’s Symbotic SYM Stock Holding History

Brooklyn Investment Group’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
Q1 		$337K Buy
+6,334
New +$363K 0.01% 1325
2025
Q3 		– Sell
-271
Closed -$10.5K – 2452
2025
Q2 		$10.5K Sell
271
-82
-23% -$2.15K ﹤0.01% 2146
2025
Q1 		$7.13K Buy
353
+352
+35,200% +$8.99K ﹤0.01% 1672
2024
Q4 		$24 Buy
+1
New +$28 ﹤0.01% 1871

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brooklyn Investment Group's SYM Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Symbotic (SYM) in Q1 2026: 6,334 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #1325 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in SYM as recently as Q2 2025.

Brooklyn Investment Group first reported a position in SYM in Q4 2024 and has held it in 4 quarters since. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Brooklyn Investment Group held 6,334 shares of Symbotic worth $337K as of Q1 2026.
  • Symbotic was a new Brooklyn Investment Group position in Q1 2026.
  • Symbotic made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1325 holding.
  • Brooklyn Investment Group first reported a position in Symbotic in Q4 2024 and has held it in 4 quarters since.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.