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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
2024
Q3 		– Sell
-3,100
Closed -$109K – 1755
2024
Q2 		$109K Buy
+3,100
New +$125K ﹤0.01% 1281

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Vanguard Portfolio Management
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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

Jefferies Financial Group's SYM Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Symbotic (SYM) in Q2 2026: 13,723 shares worth $617K. The stake represents ﹤0.01% of the portfolio and ranks #1183 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in SYM as recently as Q2 2024.

Jefferies Financial Group first reported a position in SYM in Q2 2024 and has held it in 2 quarters since. The position peaked at $735K in Q2 2024. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Jefferies Financial Group held 13,723 shares of Symbotic worth $617K as of Q2 2026.
  • Symbotic was a new Jefferies Financial Group position in Q2 2026.
  • Symbotic made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1183 holding.
  • Jefferies Financial Group first reported a position in Symbotic in Q2 2024 and has held it in 2 quarters since.
  • Jefferies Financial Group's Symbotic position peaked at $735K in Q2 2024.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.