KFI
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Key Financial Inc’s Symbotic SYM Stock Holding History

Key Financial Inc’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 		$2.25K Buy
+50
New +$2.55K ﹤0.01% 1134

Other funds holding SYM

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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

Key Financial Inc's SYM Position: Q2 2026 in Review

Key Financial Inc opened a new position in Symbotic (SYM) in Q2 2026: 50 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings.

417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Key Financial Inc held 50 shares of Symbotic worth $2.25K as of Q2 2026.
  • Symbotic was a new Key Financial Inc position in Q2 2026.
  • Symbotic made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1134 holding.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.