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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
Q1 		– Sell
-21
Closed -$9K – 2852
2025
Q4 		$9K Buy
21
+8
+62% +$528 ﹤0.01% 2056
2025
Q3 		$5.72K Buy
+13
New +$657 ﹤0.01% 2161

Other funds holding SYM

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
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
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 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
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 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

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. 85 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.
  • 85 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.