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Lindbrook Capital’s Symbotic SYM Stock Holding History

Lindbrook Capital’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
2025
Q1 		$707 Buy
+35
New +$894 ﹤0.01% 2541

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lindbrook Capital's SYM Position: Q1 2025 in Review

Lindbrook Capital opened a new position in Symbotic (SYM) in Q1 2025: 35 shares worth $707. The stake represents ﹤0.01% of the portfolio and ranks #2541 among its holdings.

221 funds tracked by Wall St. Rank hold SYM as of Q1 2025.

  • Lindbrook Capital held 35 shares of Symbotic worth $707 as of Q1 2025.
  • Symbotic was a new Lindbrook Capital position in Q1 2025.
  • Symbotic made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2541 holding.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.