Lighthouse Financial’s Symbotic SYM Stock Holding History

Lighthouse 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 Q3	$814K	Buy	+19,345	New	+$816K	0.37%	41

Other funds holding SYM

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

HCC

Hatch Cove Capital Chicago, Illinois $297M AUM 52.93% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Lighthouse Financial's SYM Position: Q3 2026 in Review

Lighthouse Financial opened a new position in Symbotic (SYM) in Q3 2026: 19,345 shares worth $814K. The stake represents 0.37% of the portfolio and ranks #41 among its holdings.

76 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

Lighthouse Financial held 19,345 shares of Symbotic worth $814K as of Q3 2026.
Symbotic was a new Lighthouse Financial position in Q3 2026.
Symbotic made up 0.37% of Lighthouse Financial's portfolio in Q3 2026, its #41 holding.
76 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.