FCG
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Financial Connections Group’s Symbotic SYM Stock Holding History

Financial Connections Group’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
2025
Q4 		– Sell
-40
Closed -$2K – 245
2025
Q3 		$2K Hold
40
– – ﹤0.01% 220
2025
Q2 		$1K Buy
+40
New +$1.05K ﹤0.01% 239

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Vanguard Group
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SSI
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Connections Group's SYM Position: Q4 2025 in Review

Financial Connections Group sold out of Symbotic (SYM) in Q4 2025, closing a stake of 40 shares — an estimated $2K sold.

Financial Connections Group first reported a position in SYM in Q2 2025 and held it in 2 quarters. The position peaked at $2K in Q3 2025. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

  • Financial Connections Group reported no remaining Symbotic position as of Q4 2025 after selling out during the quarter.
  • Financial Connections Group sold 40 Symbotic shares in Q4 2025, an estimated $2K.
  • Financial Connections Group first reported a position in Symbotic in Q2 2025 and held it in 2 quarters.
  • Financial Connections Group's Symbotic position peaked at $2K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on Financial Connections Group's 13F filing for Q4 2025, filed 23 Jan 2026.