NS
SYM icon

NBC Securities’s Symbotic SYM Stock Holding History

NBC Securities’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 		$2.7K Buy
60
+20
+50% +$1.02K ﹤0.01% 2190
2026
Q1 		$2.13K Buy
+40
New +$2.29K ﹤0.01% 2315
2024
Q4 		– Sell
-1,088
Closed -$26K – 1985
2024
Q3 		$26K Sell
1,088
-2,050
-65% -$55.7K ﹤0.01% 1406
2024
Q2 		$110K Buy
3,138
+2,500
+392% +$101K 0.01% 927
2024
Q1 		$28K Hold
638
– – ﹤0.01% 1333
2023
Q4 		$32K Hold
638
– – ﹤0.01% 1280
2023
Q3 		$21K Buy
+638
New +$26.2K ﹤0.01% 1438

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

NBC Securities's SYM Position: Q2 2026 in Review

NBC Securities increased its Symbotic (SYM) stake by 50% in Q2 2026, buying an estimated $1.02K and bringing the position to 60 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

NBC Securities first reported a position in SYM in Q3 2023 and has held it in 7 quarters since. The position peaked at $110K in Q2 2024. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • NBC Securities held 60 shares of Symbotic worth $2.7K as of Q2 2026.
  • NBC Securities bought 20 Symbotic shares in Q2 2026, an estimated $1.02K.
  • Symbotic made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #2190 holding.
  • NBC Securities first reported a position in Symbotic in Q3 2023 and has held it in 7 quarters since.
  • NBC Securities's Symbotic position peaked at $110K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.