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LRI Investments’s Symbotic SYM Stock Holding History

LRI Investments’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 		$45 Buy
+1
New +$51 ﹤0.01% 1909

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

LRI Investments's SYM Position: Q2 2026 in Review

LRI Investments opened a new position in Symbotic (SYM) in Q2 2026: 1 share worth $45. The stake represents ﹤0.01% of the portfolio and ranks #1909 among its holdings.

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

  • LRI Investments held 1 share of Symbotic worth $45 as of Q2 2026.
  • Symbotic was a new LRI Investments position in Q2 2026.
  • Symbotic made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1909 holding.
  • 120 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.