Jefferies Financial Group
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Jefferies Financial Group’s Symbotic SYM Stock Holding History

Jefferies Financial 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
Q3 		$577K Hold
13,723
– – ﹤0.01% 939
2026
Q2 		$617K Buy
+13,723
New +$699K ﹤0.01% 1183
2024
Q3 		– Sell
-20,894
Closed -$735K – 1756
2024
Q2 		$735K Buy
+20,894
New +$845K 0.01% 843

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Jefferies Financial Group's SYM Position: Q3 2026 in Review

Jefferies Financial Group held its Symbotic (SYM) position steady in Q3 2026 at 13,723 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Jefferies Financial Group first reported a position in SYM in Q2 2024 and has held it in 3 quarters since. The position peaked at $735K in Q2 2024. 239 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Jefferies Financial Group held 13,723 shares of Symbotic worth $577K as of Q3 2026.
  • Jefferies Financial Group left its Symbotic share count unchanged in Q3 2026.
  • Symbotic made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #939 holding.
  • Jefferies Financial Group first reported a position in Symbotic in Q2 2024 and has held it in 3 quarters since.
  • Jefferies Financial Group's Symbotic position peaked at $735K in Q2 2024.
  • 239 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.