Forum Finance Group’s Symbotic SYM Stock Holding History

Forum Finance 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
2026 Q2	$2K	Hold	50	–	–	﹤0.01%	329
2026 Q1	$2K	Buy	+50	New	+$2.86K	﹤0.01%	314

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forum Finance Group's SYM Position: Q2 2026 in Review

Forum Finance Group held its Symbotic (SYM) position steady in Q2 2026 at 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Forum Finance Group first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Forum Finance Group held 50 shares of Symbotic worth $2K as of Q2 2026.
Forum Finance Group left its Symbotic share count unchanged in Q2 2026.
Symbotic made up ﹤0.01% of Forum Finance Group's portfolio in Q2 2026, its #329 holding.
Forum Finance Group first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.