Principal Securities’s Symbotic SYM Stock Holding History

Principal 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
2025 Q4	–	Sell	-439	Closed	-$23.7K	–	3269
2025 Q3	$23.7K	Buy	+439	New	+$22.2K	﹤0.01%	2336
2025 Q2	–	Sell	-60	Closed	-$1.42K	–	3877
2025 Q1	$1.42K	Hold	60	–	–	﹤0.01%	3131
2024 Q4	$1.42K	Sell	60 -9	-13%	-$256	﹤0.01%	3125
2024 Q3	$1.68K	Hold	69	–	–	﹤0.01%	3002
2024 Q2	$2.43K	Buy	69 +61	+763%	+$2.47K	﹤0.01%	2857
2024 Q1	$360	Buy	+8	New	+$351	﹤0.01%	3182

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Securities's SYM Position: Q4 2025 in Review

Principal Securities sold out of Symbotic (SYM) in Q4 2025, closing a stake of 439 shares — an estimated $23.7K sold.

Principal Securities first reported a position in SYM in Q1 2024 and held it in 6 quarters. The position peaked at $23.7K in Q3 2025. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

Principal Securities reported no remaining Symbotic position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 439 Symbotic shares in Q4 2025, an estimated $23.7K.
Principal Securities first reported a position in Symbotic in Q1 2024 and held it in 6 quarters.
Principal Securities's Symbotic position peaked at $23.7K in Q3 2025.
402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.