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BFC Planning, Inc.’s Symbotic SYM Stock Holding History

BFC Planning, Inc.’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 		$61.7K Sell
1,467
-108
-7% -$4.56K ﹤0.01% 1453
2026
Q2 		$70.8K Sell
1,575
-175
-10% -$8.92K ﹤0.01% 1382
2026
Q1 		$93.1K Buy
1,750
+121
+7% +$6.93K ﹤0.01% 1134
2025
Q4 		$96.9K Buy
1,629
+1,191
+272% +$78.7K ﹤0.01% 1130
2025
Q3 		$23.6K Buy
438
+112
+34% +$5.66K ﹤0.01% 1499
2025
Q2 		$12.7K Buy
326
+62
+23% +$1.62K ﹤0.01% 1697
2025
Q1 		$5.34K Sell
264
-19
-7% -$485 ﹤0.01% 2005
2024
Q4 		$6.71K Buy
283
+144
+104% +$4.09K ﹤0.01% 1924
2024
Q3 		$3.39K Buy
+139
New +$3.77K ﹤0.01% 2141

Other funds holding SYM

Walmart Inc
Walmart Inc Bentonville, Arkansas $673M AUM 21.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

BFC Planning, Inc.'s SYM Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Symbotic (SYM) stake by 6.9% in Q3 2026, selling an estimated $4.56K and leaving 1,467 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

BFC Planning, Inc. first reported a position in SYM in Q3 2024 and has held it in 9 quarters since. The position peaked at $96.9K in Q4 2025. 333 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • BFC Planning, Inc. held 1,467 shares of Symbotic worth $61.7K as of Q3 2026.
  • BFC Planning, Inc. sold 108 Symbotic shares in Q3 2026, an estimated $4.56K.
  • Symbotic made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1453 holding.
  • BFC Planning, Inc. first reported a position in Symbotic in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Symbotic position peaked at $96.9K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.