HFS
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Hantz Financial Services’s Symbotic SYM Stock Holding History

Hantz Financial Services’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 		$67K Hold
1,500
– – ﹤0.01% 1555
2026
Q1 		$80K Buy
+1,500
New +$85.9K ﹤0.01% 1373
2022
Q4 		– Sell
-1,548
Closed -$18K – 1149
2022
Q3 		$18K Buy
1,548
+798
+106% +$11.7K ﹤0.01% 671
2022
Q2 		$8K Buy
+750
New +$8.22K ﹤0.01% 776

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hantz Financial Services's SYM Position: Q2 2026 in Review

Hantz Financial Services held its Symbotic (SYM) position steady in Q2 2026 at 1,500 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Hantz Financial Services first reported a position in SYM in Q2 2022 and has held it in 4 quarters since. The position peaked at $80K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Hantz Financial Services held 1,500 shares of Symbotic worth $67K as of Q2 2026.
  • Hantz Financial Services left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1555 holding.
  • Hantz Financial Services first reported a position in Symbotic in Q2 2022 and has held it in 4 quarters since.
  • Hantz Financial Services's Symbotic position peaked at $80K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.