Mackenzie Financial
SYM icon

Mackenzie Financial’s Symbotic SYM Stock Holding History

Mackenzie 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
Q2 		$235K Buy
5,231
+314
+6% +$16K ﹤0.01% 1464
2026
Q1 		$262K Buy
+4,917
New +$281K ﹤0.01% 1325

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Baillie Gifford & Co
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Vanguard Portfolio Management
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Morgan Stanley
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial's SYM Position: Q2 2026 in Review

Mackenzie Financial increased its Symbotic (SYM) stake by 6.4% in Q2 2026, buying an estimated $16K and bringing the position to 5,231 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Mackenzie Financial first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $262K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Mackenzie Financial held 5,231 shares of Symbotic worth $235K as of Q2 2026.
  • Mackenzie Financial bought 314 Symbotic shares in Q2 2026, an estimated $16K.
  • Symbotic made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1464 holding.
  • Mackenzie Financial first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
  • Mackenzie Financial's Symbotic position peaked at $262K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.