Citigroup
SYM icon

Citigroup’s Symbotic SYM Stock Holding History

Citigroup’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 		$10.7M Buy
236,956
+28,175
+13% +$1.44M ﹤0.01% 1569
2026
Q1 		$11.1M Buy
208,781
+155,671
+293% +$8.91M ﹤0.01% 1406
2025
Q4 		$3.16M Buy
53,110
+8,314
+19% +$549K ﹤0.01% 2343
2025
Q3 		$2.41M Sell
44,796
-14,067
-24% -$711K ﹤0.01% 2525
2025
Q2 		$2.29M Sell
58,863
-52,345
-47% -$1.37M ﹤0.01% 2519
2025
Q1 		$2.25M Buy
111,208
+101,592
+1,056% +$2.6M ﹤0.01% 2592
2024
Q4 		$228K Sell
9,616
-3,019
-24% -$85.8K ﹤0.01% 4341
2024
Q3 		$308K Buy
12,635
+2,870
+29% +$77.9K ﹤0.01% 4063
2024
Q2 		$343K Buy
9,765
+328
+3% +$13.3K ﹤0.01% 3619
2024
Q1 		$425K Buy
9,437
+1,508
+19% +$66.1K ﹤0.01% 3670
2023
Q4 		$407K Sell
7,929
-3,987
-33% -$175K ﹤0.01% 3557
2023
Q3 		$398K Sell
11,916
-3,081
-21% -$127K ﹤0.01% 3228
2023
Q2 		$642K Buy
14,997
+10,264
+217% +$337K ﹤0.01% 3193
2023
Q1 		$108K Buy
+4,733
New +$79.1K ﹤0.01% 3984

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup's SYM Position: Q2 2026 in Review

Citigroup increased its Symbotic (SYM) stake by 13% in Q2 2026, buying an estimated $1.44M and bringing the position to 236,956 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Citigroup first reported a position in SYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.1M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Citigroup held 236,956 shares of Symbotic worth $10.7M as of Q2 2026.
  • Citigroup bought 28,175 Symbotic shares in Q2 2026, an estimated $1.44M.
  • Symbotic made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #1569 holding.
  • Citigroup first reported a position in Symbotic in Q1 2023 and has held it in 14 quarters since.
  • Citigroup's Symbotic position peaked at $11.1M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.