LFP
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Lakeshore Financial Planning’s Symbotic SYM Stock Holding History

Lakeshore Financial Planning’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 		$351K Buy
+7,803
New +$398K 0.11% 60
2024
Q3 		– Sell
-6,730
Closed -$237K – 77
2024
Q2 		$237K Buy
+6,730
New +$272K 0.12% 55

Other funds holding SYM

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
BLAM
Bourne Lent Asset Management Pawling, New York $289M AUM 30.86% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Lakeshore Financial Planning's SYM Position: Q2 2026 in Review

Lakeshore Financial Planning opened a new position in Symbotic (SYM) in Q2 2026: 7,803 shares worth $351K. The stake represents 0.11% of the portfolio and ranks #60 among its holdings. This is a return to the name: Lakeshore Financial Planning previously reported a position in SYM as recently as Q2 2024.

Lakeshore Financial Planning first reported a position in SYM in Q2 2024 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Lakeshore Financial Planning held 7,803 shares of Symbotic worth $351K as of Q2 2026.
  • Symbotic was a new Lakeshore Financial Planning position in Q2 2026.
  • Symbotic made up 0.11% of Lakeshore Financial Planning's portfolio in Q2 2026, its #60 holding.
  • Lakeshore Financial Planning first reported a position in Symbotic in Q2 2024 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.