CI
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CX Institutional’s Symbotic SYM Stock Holding History

CX Institutional’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
Q3 		$1K Hold
25
– – ﹤0.01% 1655
2026
Q2 		$1K Hold
25
– – ﹤0.01% 1555
2026
Q1 		$1K Hold
25
– – ﹤0.01% 1532
2025
Q4 		$1K Hold
25
– – ﹤0.01% 1496
2025
Q3 		$1K Buy
+25
New +$1.26K ﹤0.01% 1365

Other funds holding SYM

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional's SYM Position: Q3 2026 in Review

CX Institutional held its Symbotic (SYM) position steady in Q3 2026 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

CX Institutional first reported a position in SYM in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • CX Institutional held 25 shares of Symbotic worth $1K as of Q3 2026.
  • CX Institutional left its Symbotic share count unchanged in Q3 2026.
  • Symbotic made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1655 holding.
  • CX Institutional first reported a position in Symbotic in Q3 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.