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Central Pacific Bank - Trust Division’s Symbotic SYM Stock Holding History

Central Pacific Bank - Trust Division’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
Q3 		– Sell
-5,074
Closed -$228K – 920
2026
Q2 		$228K Sell
5,074
-5,254
-51% -$268K 0.02% 445
2026
Q1 		$549K Hold
10,328
– – 0.07% 268
2025
Q4 		$615K Buy
10,328
+777
+8% +$51.3K 0.08% 264
2025
Q3 		$515K Buy
+9,551
New +$483K 0.06% 276

Other funds holding SYM

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Central Pacific Bank - Trust Division's SYM Position: Q3 2026 in Review

Central Pacific Bank - Trust Division sold out of Symbotic (SYM) in Q3 2026, closing a stake of 5,074 shares — an estimated $228K sold.

Central Pacific Bank - Trust Division first reported a position in SYM in Q3 2025 and held it in 4 quarters. The position peaked at $615K in Q4 2025. 20 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Central Pacific Bank - Trust Division reported no remaining Symbotic position as of Q3 2026 after selling out during the quarter.
  • Central Pacific Bank - Trust Division sold 5,074 Symbotic shares in Q3 2026, an estimated $228K.
  • Central Pacific Bank - Trust Division first reported a position in Symbotic in Q3 2025 and held it in 4 quarters.
  • Central Pacific Bank - Trust Division's Symbotic position peaked at $615K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.