PF
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Phoenix Financial’s Symbotic SYM Stock Holding History

Phoenix Financial’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 		$330K Hold
6,200
– – ﹤0.01% 365
2025
Q4 		$374K Sell
6,200
-100
-2% -$6.6K ﹤0.01% 338
2025
Q3 		$340K Hold
6,300
– – ﹤0.01% 358
2025
Q2 		$245K Buy
+6,300
New +$165K ﹤0.01% 375

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

Phoenix Financial's SYM Position: Q1 2026 in Review

Phoenix Financial held its Symbotic (SYM) position steady in Q1 2026 at 6,200 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Phoenix Financial first reported a position in SYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $374K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Phoenix Financial held 6,200 shares of Symbotic worth $330K as of Q1 2026.
  • Phoenix Financial left its Symbotic share count unchanged in Q1 2026.
  • Symbotic made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #365 holding.
  • Phoenix Financial first reported a position in Symbotic in Q2 2025 and has held it in 4 quarters since.
  • Phoenix Financial's Symbotic position peaked at $374K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.