Keating Financial Advisory Services’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
Other funds holding SYM
WI
Keating Financial Advisory Services's SYM Position: Q2 2026 in Review
Keating Financial Advisory Services increased its Symbotic (SYM) stake by 80% in Q2 2026, buying an estimated $204 and bringing the position to 9 shares worth $405. The position accounts for ﹤0.01% of the portfolio, ranked #2370.
Keating Financial Advisory Services first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $36.5K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.
- Keating Financial Advisory Services held 9 shares of Symbotic worth $405 as of Q2 2026.
- Keating Financial Advisory Services bought 4 Symbotic shares in Q2 2026, an estimated $204.
- Symbotic made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2370 holding.
- Keating Financial Advisory Services first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
- Keating Financial Advisory Services's Symbotic position peaked at $36.5K in Q4 2025.
- 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.
Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.