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Newbridge Financial Services Group’s Symbotic SYM Stock Holding History

Newbridge Financial Services 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 		$45K Buy
+1,000
New +$51K 0.01% 515
2025
Q4 		– Sell
-800
Closed -$43.1K – 1420
2025
Q3 		$43.1K Hold
800
– – 0.01% 543
2025
Q2 		$31.1K Hold
800
– – 0.01% 607
2025
Q1 		$16.2K Hold
800
– – ﹤0.01% 590
2024
Q4 		$19K Hold
800
– – ﹤0.01% 612
2024
Q3 		$19.5K Buy
+800
New +$21.7K 0.01% 365

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

Newbridge Financial Services Group's SYM Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in Symbotic (SYM) in Q2 2026: 1,000 shares worth $45K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in SYM as recently as Q3 2025.

Newbridge Financial Services Group first reported a position in SYM in Q3 2024 and has held it in 6 quarters since. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Newbridge Financial Services Group held 1,000 shares of Symbotic worth $45K as of Q2 2026.
  • Symbotic was a new Newbridge Financial Services Group position in Q2 2026.
  • Symbotic made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #515 holding.
  • Newbridge Financial Services Group first reported a position in Symbotic in Q3 2024 and has held it in 6 quarters since.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.