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

Walmart Inc Bentonville, Arkansas $673M AUM 21.68% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

Citigroup's SYM Position: Q3 2026 in Review

Citigroup increased its Symbotic (SYM) stake by 154% in Q3 2026, buying an estimated $15.4M and bringing the position to 602,807 shares worth $25.4M. The position accounts for 0.01% of the portfolio, ranked #1065.

Citigroup first reported a position in SYM in Q1 2023 and has held it in 15 quarters since. 190 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

Citigroup held 602,807 shares of Symbotic worth $25.4M as of Q3 2026.
Citigroup bought 365,851 Symbotic shares in Q3 2026, an estimated $15.4M.
Symbotic made up 0.01% of Citigroup's portfolio in Q3 2026, its #1065 holding.
Citigroup first reported a position in Symbotic in Q1 2023 and has held it in 15 quarters since.
190 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.