MFG
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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
Q2 		$261K Buy
+5,813
New +$296K ﹤0.01% 1910

Other funds holding SYM

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
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
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $300M AUM 61.93% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Merit Financial Group's SYM Position: Q2 2026 in Review

Merit Financial Group opened a new position in Symbotic (SYM) in Q2 2026: 5,813 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #1910 among its holdings.

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

  • Merit Financial Group held 5,813 shares of Symbotic worth $261K as of Q2 2026.
  • Symbotic was a new Merit Financial Group position in Q2 2026.
  • Symbotic made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1910 holding.
  • 56 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.