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Private Trust Company’s Symbotic SYM Stock Holding History

Private Trust Company’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 		$236K Hold
5,250
– – 0.02% 753
2026
Q1 		$279K Hold
5,250
– – 0.02% 647
2025
Q4 		$312K Hold
5,250
– – 0.03% 586
2025
Q3 		$283K Buy
5,250
+3,050
+139% +$154K 0.03% 611
2025
Q2 		$85.5K Buy
2,200
+200
+10% +$5.24K 0.01% 1010
2025
Q1 		$40.4K Hold
2,000
– – ﹤0.01% 1278
2024
Q4 		$47.4K Buy
+2,000
New +$56.8K ﹤0.01% 1188

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

Private Trust Company's SYM Position: Q2 2026 in Review

Private Trust Company held its Symbotic (SYM) position steady in Q2 2026 at 5,250 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #753.

Private Trust Company first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $312K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Private Trust Company held 5,250 shares of Symbotic worth $236K as of Q2 2026.
  • Private Trust Company left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #753 holding.
  • Private Trust Company first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • Private Trust Company's Symbotic position peaked at $312K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.