Jones Financial Companies
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Jones Financial Companies’s Symbotic SYM Stock Holding History

Jones Financial Companies’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 		$1.6M Buy
38,758
+13,748
+55% +$701K ﹤0.01% 1670
2026
Q1 		$1.26M Buy
25,010
+14,886
+147% +$852K ﹤0.01% 1621
2025
Q4 		$602K Buy
10,124
+2,090
+26% +$138K ﹤0.01% 1433
2025
Q3 		$419K Buy
8,034
+1,365
+20% +$69K ﹤0.01% 1466
2025
Q2 		$248K Buy
6,669
+1,035
+18% +$27.1K ﹤0.01% 1567
2025
Q1 		$114K Buy
5,634
+3,177
+129% +$81.2K ﹤0.01% 1717
2024
Q4 		$58.3K Buy
2,457
+1,490
+154% +$42.3K ﹤0.01% 1819
2024
Q3 		$24.7K Sell
967
-282
-23% -$7.66K ﹤0.01% 1877
2024
Q2 		$43.9K Buy
+1,249
New +$50.5K ﹤0.01% 1294

Other funds holding SYM

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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

Jones Financial Companies's SYM Position: Q2 2026 in Review

Jones Financial Companies increased its Symbotic (SYM) stake by 55% in Q2 2026, buying an estimated $701K and bringing the position to 38,758 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Jones Financial Companies first reported a position in SYM in Q2 2024 and has held it in 9 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Jones Financial Companies held 38,758 shares of Symbotic worth $1.6M as of Q2 2026.
  • Jones Financial Companies bought 13,748 Symbotic shares in Q2 2026, an estimated $701K.
  • Symbotic made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1670 holding.
  • Jones Financial Companies first reported a position in Symbotic in Q2 2024 and has held it in 9 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.