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Capital Advisors Ltd’s Symbotic SYM Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
3
– – ﹤0.01% 1574
2026
Q1 		$0 Hold
3
– – ﹤0.01% 1591
2025
Q4 		$0 Hold
3
– – ﹤0.01% 1565
2025
Q3 		$0 Hold
3
– – ﹤0.01% 1547
2025
Q2 		$0 Buy
+3
New +$79 ﹤0.01% 1618

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
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
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Capital Advisors Ltd's SYM Position: Q2 2026 in Review

Capital Advisors Ltd held its Symbotic (SYM) position steady in Q2 2026 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Capital Advisors Ltd first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Capital Advisors Ltd held 3 shares of Symbotic worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1574 holding.
  • Capital Advisors Ltd first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • 60 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.