FFA
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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
Q3 		$274K Sell
6,506
-582
-8% -$24.5K ﹤0.01% 2048
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

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
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's SYM Position: Q3 2026 in Review

Farther Finance Advisors reduced its Symbotic (SYM) stake by 8.2% in Q3 2026, selling an estimated $24.5K and leaving 6,506 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Farther Finance Advisors first reported a position in SYM in Q3 2023 and has held it in 13 quarters since. The position peaked at $318K in Q2 2026. 14 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Farther Finance Advisors held 6,506 shares of Symbotic worth $274K as of Q3 2026.
  • Farther Finance Advisors sold 582 Symbotic shares in Q3 2026, an estimated $24.5K.
  • Symbotic made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2048 holding.
  • Farther Finance Advisors first reported a position in Symbotic in Q3 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's Symbotic position peaked at $318K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.