Financial Management Professionals
SYM icon

Financial Management Professionals’s Symbotic SYM Stock Holding History

Financial Management Professionals’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 		$21.4K Hold
508
– – ﹤0.01% 442
2026
Q2 		$22.8K Buy
+508
New +$25.9K ﹤0.01% 415

Other funds holding SYM

RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
HCC
Hatch Cove Capital Chicago, Illinois $297M AUM 52.93% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Financial Management Professionals's SYM Position: Q3 2026 in Review

Financial Management Professionals held its Symbotic (SYM) position steady in Q3 2026 at 508 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Financial Management Professionals first reported a position in SYM in Q2 2026 and has held it in 2 quarters since. The position peaked at $22.8K in Q2 2026. 76 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Financial Management Professionals held 508 shares of Symbotic worth $21.4K as of Q3 2026.
  • Financial Management Professionals left its Symbotic share count unchanged in Q3 2026.
  • Symbotic made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #442 holding.
  • Financial Management Professionals first reported a position in Symbotic in Q2 2026 and has held it in 2 quarters since.
  • Financial Management Professionals's Symbotic position peaked at $22.8K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.