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
2025 Q2	–	Sell	-84,900	Closed	-$1.72M	–	5897
2025 Q1	$1.72M	Buy	+84,900	New	+$2.17M	﹤0.01%	2840

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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. 419 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.
419 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.