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Littlejohn Financial Services’s Symbotic SYM Stock Holding History

Littlejohn Financial Services’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 		$642K Buy
14,292
+2,868
+25% +$146K 0.47% 47
2026
Q1 		$608K Buy
11,424
+3,868
+51% +$221K 0.46% 45
2025
Q4 		$450K Buy
+7,556
New +$499K 0.33% 47
2025
Q2 		– Sell
-44,982
Closed -$909K – 70
2025
Q1 		$909K Buy
44,982
+11,915
+36% +$304K 0.72% 40
2024
Q4 		$784K Buy
+33,067
New +$940K 0.7% 38

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

Littlejohn Financial Services's SYM Position: Q2 2026 in Review

Littlejohn Financial Services increased its Symbotic (SYM) stake by 25% in Q2 2026, buying an estimated $146K and bringing the position to 14,292 shares worth $642K. The position accounts for 0.47% of the portfolio, ranked #47.

Littlejohn Financial Services first reported a position in SYM in Q4 2024 and has held it in 5 quarters since. The position peaked at $909K in Q1 2025. 120 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Littlejohn Financial Services held 14,292 shares of Symbotic worth $642K as of Q2 2026.
  • Littlejohn Financial Services bought 2,868 Symbotic shares in Q2 2026, an estimated $146K.
  • Symbotic made up 0.47% of Littlejohn Financial Services's portfolio in Q2 2026, its #47 holding.
  • Littlejohn Financial Services first reported a position in Symbotic in Q4 2024 and has held it in 5 quarters since.
  • Littlejohn Financial Services's Symbotic position peaked at $909K in Q1 2025.
  • 120 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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