CIBC Private Wealth Group
SYM icon

CIBC Private Wealth Group’s Symbotic SYM Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$248K Buy
4,161
+2,315
+125% +$153K ﹤0.01% 1097
2025
Q3 		$99.5K Buy
1,846
+1,250
+210% +$63.2K ﹤0.01% 1499
2025
Q2 		$23.2K Hold
596
– – ﹤0.01% 1961
2025
Q1 		$10.7K Buy
+596
New +$15.2K ﹤0.01% 2227
2024
Q2 		– Sell
-304
Closed -$13.8K – 3295
2024
Q1 		$13.8K Buy
+304
New +$13.3K ﹤0.01% 2165

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIBC Private Wealth Group's SYM Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Symbotic (SYM) stake by 125% in Q4 2025, buying an estimated $153K and bringing the position to 4,161 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

CIBC Private Wealth Group first reported a position in SYM in Q1 2024 and has held it in 5 quarters since. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

  • CIBC Private Wealth Group held 4,161 shares of Symbotic worth $248K as of Q4 2025.
  • CIBC Private Wealth Group bought 2,315 Symbotic shares in Q4 2025, an estimated $153K.
  • Symbotic made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1097 holding.
  • CIBC Private Wealth Group first reported a position in Symbotic in Q1 2024 and has held it in 5 quarters since.
  • 402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.