FFA
SYM icon

Farther Finance Advisors’s Symbotic SYM Stock Holding History

Farther Finance Advisors’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 		$318K Buy
7,088
+1,893
+36% +$96.5K ﹤0.01% 1901
2026
Q1 		$285K Sell
5,195
-102
-2% -$5.84K ﹤0.01% 1765
2025
Q4 		$315K Buy
5,297
+2,593
+96% +$171K ﹤0.01% 1620
2025
Q3 		$146K Buy
2,704
+939
+53% +$47.5K ﹤0.01% 1808
2025
Q2 		$68.6K Buy
1,765
+342
+24% +$8.96K ﹤0.01% 1971
2025
Q1 		$29.7K Sell
1,423
-40
-3% -$1.02K ﹤0.01% 2161
2024
Q4 		$34.7K Buy
1,463
+242
+20% +$6.88K ﹤0.01% 1832
2024
Q3 		$29.8K Sell
1,221
-792
-39% -$21.5K ﹤0.01% 1904
2024
Q2 		$71.4K Buy
2,013
+165
+9% +$6.67K ﹤0.01% 1262
2024
Q1 		$84K Buy
1,848
+444
+32% +$19.5K 0.01% 998
2023
Q4 		$72.1K Buy
1,404
+693
+97% +$30.4K 0.01% 903
2023
Q3 		$23.8K Buy
+711
New +$29.2K ﹤0.01% 1040

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Farther Finance Advisors's SYM Position: Q2 2026 in Review

Farther Finance Advisors increased its Symbotic (SYM) stake by 36% in Q2 2026, buying an estimated $96.5K and bringing the position to 7,088 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Farther Finance Advisors first reported a position in SYM in Q3 2023 and has held it in 12 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Farther Finance Advisors held 7,088 shares of Symbotic worth $318K as of Q2 2026.
  • Farther Finance Advisors bought 1,893 Symbotic shares in Q2 2026, an estimated $96.5K.
  • Symbotic made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1901 holding.
  • Farther Finance Advisors first reported a position in Symbotic in Q3 2023 and has held it in 12 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.