Merit Financial Group’s Symbotic SYM Stock Holding History

Merit Financial Group’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 Q3	–	Sell	-5,813	Closed	-$261K	–	2571
2026 Q2	$261K	Buy	+5,813	New	+$296K	﹤0.01%	1910

Other funds holding SYM

Walmart Inc Bentonville, Arkansas $673M AUM 21.68% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Merit Financial Group's SYM Position: Q3 2026 in Review

Merit Financial Group sold out of Symbotic (SYM) in Q3 2026, closing a stake of 5,813 shares — an estimated $261K sold.

Merit Financial Group first reported a position in SYM in Q2 2026 and held it in 1 quarter. The position peaked at $261K in Q2 2026. 239 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

Merit Financial Group reported no remaining Symbotic position as of Q3 2026 after selling out during the quarter.
Merit Financial Group sold 5,813 Symbotic shares in Q3 2026, an estimated $261K.
Merit Financial Group first reported a position in Symbotic in Q2 2026 and held it in 1 quarter.
Merit Financial Group's Symbotic position peaked at $261K in Q2 2026.
239 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.