DCM
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Davis Capital Management’s Symbotic SYM Stock Holding History

Davis Capital Management’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 		$135 Buy
+3
New +$153 ﹤0.01% 983

Other funds holding SYM

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

Davis Capital Management's SYM Position: Q2 2026 in Review

Davis Capital Management opened a new position in Symbotic (SYM) in Q2 2026: 3 shares worth $135. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings.

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

  • Davis Capital Management held 3 shares of Symbotic worth $135 as of Q2 2026.
  • Symbotic was a new Davis Capital Management position in Q2 2026.
  • Symbotic made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #983 holding.
  • 85 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.