JF
SYM icon

Jump Financial’s Symbotic SYM Stock Holding History

Jump Financial’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
Q1 		– Sell
-13,635
Closed -$811K – 2384
2025
Q4 		$811K Buy
+13,635
New +$900K 0.01% 1068
2024
Q4 		– Sell
-140,902
Closed -$3.44M – 2004
2024
Q3 		$3.44M Buy
140,902
+126,341
+868% +$3.43M 0.07% 328
2024
Q2 		$512K Buy
+14,561
New +$589K 0.01% 1120
2024
Q1 		– Sell
-87,070
Closed -$4.47M – 2290
2023
Q4 		$4.47M Sell
87,070
-10,290
-11% -$451K 0.14% 136
2023
Q3 		$3.25M Buy
97,360
+69,560
+250% +$2.86M 0.12% 213
2023
Q2 		$1.19M Buy
+27,800
New +$913K 0.04% 591

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
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jump Financial's SYM Position: Q1 2026 in Review

Jump Financial sold out of Symbotic (SYM) in Q1 2026, closing a stake of 13,635 shares — an estimated $811K sold.

Jump Financial first reported a position in SYM in Q2 2023 and held it in 6 quarters. The position peaked at $4.47M in Q4 2023. 411 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Jump Financial reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
  • Jump Financial sold 13,635 Symbotic shares in Q1 2026, an estimated $811K.
  • Jump Financial first reported a position in Symbotic in Q2 2023 and held it in 6 quarters.
  • Jump Financial's Symbotic position peaked at $4.47M in Q4 2023.
  • 411 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.