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MCF Advisors’s Symbotic SYM Stock Holding History

MCF Advisors’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 		$160K Hold
3,564
– – 0.01% 465
2026
Q1 		$190K Hold
3,564
– – 0.01% 405
2025
Q4 		$212K Hold
3,564
– – 0.01% 300
2025
Q3 		$192K Hold
3,564
– – 0.01% 254
2025
Q2 		$138K Hold
3,564
– – 0.01% 273
2025
Q1 		$72K Hold
3,564
– – 0.01% 352
2024
Q4 		$84.5K Buy
+3,564
New +$101K 0.01% 334
2023
Q3 		– Sell
-125
Closed -$5.35K – 947
2023
Q2 		$5.35K Sell
125
-158
-56% -$5.19K ﹤0.01% 623
2023
Q1 		$6.46K Buy
+283
New +$4.73K ﹤0.01% 609

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

MCF Advisors's SYM Position: Q2 2026 in Review

MCF Advisors held its Symbotic (SYM) position steady in Q2 2026 at 3,564 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #465.

MCF Advisors first reported a position in SYM in Q1 2023 and has held it in 9 quarters since. The position peaked at $212K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • MCF Advisors held 3,564 shares of Symbotic worth $160K as of Q2 2026.
  • MCF Advisors left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up 0.01% of MCF Advisors's portfolio in Q2 2026, its #465 holding.
  • MCF Advisors first reported a position in Symbotic in Q1 2023 and has held it in 9 quarters since.
  • MCF Advisors's Symbotic position peaked at $212K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.