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Parkside Financial Bank & Trust’s Symbotic SYM Stock Holding History

Parkside Financial Bank & Trust’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 		$28.5K Hold
536
– – ﹤0.01% 1185
2025
Q4 		$31.9K Buy
536
+268
+100% +$17.7K ﹤0.01% 1130
2025
Q3 		$14.4K Buy
+268
New +$13.5K ﹤0.01% 1370

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Parkside Financial Bank & Trust's SYM Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its Symbotic (SYM) position steady in Q1 2026 at 536 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Parkside Financial Bank & Trust first reported a position in SYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.9K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Parkside Financial Bank & Trust held 536 shares of Symbotic worth $28.5K as of Q1 2026.
  • Parkside Financial Bank & Trust left its Symbotic share count unchanged in Q1 2026.
  • Symbotic made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1185 holding.
  • Parkside Financial Bank & Trust first reported a position in Symbotic in Q3 2025 and has held it in 3 quarters since.
  • Parkside Financial Bank & Trust's Symbotic position peaked at $31.9K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.