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COMPASS FINANCIAL MANAGEMENT LLC’s Symbotic SYM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$498 Buy
+10
New +$510 ﹤0.01% 1412

Other funds holding SYM

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SYM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Symbotic (SYM) in Q2 2026: 10 shares worth $498. The stake represents ﹤0.01% of the portfolio and ranks #1412 among its holdings.

258 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 10 shares of Symbotic worth $498 as of Q2 2026.
  • Symbotic was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Symbotic made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1412 holding.
  • 258 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.