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PlanVest Financial’s Symbotic SYM Stock Holding History

PlanVest 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
Q2 		$2.25K Buy
+50
New +$2.55K ﹤0.01% 510

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

PlanVest Financial's SYM Position: Q2 2026 in Review

PlanVest Financial opened a new position in Symbotic (SYM) in Q2 2026: 50 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings.

393 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • PlanVest Financial held 50 shares of Symbotic worth $2.25K as of Q2 2026.
  • Symbotic was a new PlanVest Financial position in Q2 2026.
  • Symbotic made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #510 holding.
  • 393 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.