Janney Montgomery Scott’s Symbotic SYM Stock Holding History

Janney Montgomery Scott’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	$359K	Buy	7,981 +3,642	+84%	+$186K	﹤0.01%	2618
2026 Q1	$231K	Buy	+4,339	New	+$248K	﹤0.01%	2557

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

Janney Montgomery Scott's SYM Position: Q2 2026 in Review

Janney Montgomery Scott increased its Symbotic (SYM) stake by 84% in Q2 2026, buying an estimated $186K and bringing the position to 7,981 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

Janney Montgomery Scott 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.

Janney Montgomery Scott held 7,981 shares of Symbotic worth $359K as of Q2 2026.
Janney Montgomery Scott bought 3,642 Symbotic shares in Q2 2026, an estimated $186K.
Symbotic made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2618 holding.
Janney Montgomery Scott 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 Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.