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Eastern Bank’s Symbotic SYM Stock Holding History

Eastern Bank’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 		$4.21K Hold
100
– – ﹤0.01% 989
2026
Q2 		$4.5K Hold
100
– – ﹤0.01% 929
2026
Q1 		$5.32K Hold
100
– – ﹤0.01% 931
2025
Q4 		$5.95K Hold
100
– – ﹤0.01% 946
2025
Q3 		$5.39K Hold
100
– – ﹤0.01% 901
2025
Q2 		$3.88K Hold
100
– – ﹤0.01% 841
2025
Q1 		$2.02K Hold
100
– – ﹤0.01% 927
2024
Q4 		$2.37K Hold
100
– – ﹤0.01% 885
2024
Q3 		$2.44K Buy
+100
New +$2.71K ﹤0.01% 861

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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Eastern Bank's SYM Position: Q3 2026 in Review

Eastern Bank held its Symbotic (SYM) position steady in Q3 2026 at 100 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Eastern Bank first reported a position in SYM in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.95K in Q4 2025. 14 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Eastern Bank held 100 shares of Symbotic worth $4.21K as of Q3 2026.
  • Eastern Bank left its Symbotic share count unchanged in Q3 2026.
  • Symbotic made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #989 holding.
  • Eastern Bank first reported a position in Symbotic in Q3 2024 and has held it in 9 quarters since.
  • Eastern Bank's Symbotic position peaked at $5.95K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.