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Rakuten Securities’s Symbotic SYM Stock Holding History

Rakuten 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
2026
Q2 		$88.6K Sell
1,972
-1,247
-39% -$63.6K 0.02% 215
2026
Q1 		$171K Sell
3,219
-7,411
-70% -$424K 0.07% 134
2025
Q4 		$632K Buy
10,630
+1,200
+13% +$79.2K 0.21% 67
2025
Q3 		$508K Buy
9,430
+613
+7% +$31K 0.19% 70
2025
Q2 		$343K Sell
8,817
-1,481
-14% -$38.8K 0.13% 96
2025
Q1 		$208K Buy
10,298
+2,752
+36% +$70.3K 0.11% 108
2024
Q4 		$179K Buy
7,546
+7,218
+2,201% +$205K 0.07% 112
2024
Q3 		$8K Buy
328
+27
+9% +$733 ﹤0.01% 366
2024
Q2 		$10.6K Sell
301
-339
-53% -$13.7K ﹤0.01% 322
2024
Q1 		$28.8K Sell
640
-1,010
-61% -$44.3K 0.01% 233
2023
Q4 		$84.7K Buy
+1,650
New +$72.3K 0.07% 127

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

Rakuten Securities's SYM Position: Q2 2026 in Review

Rakuten Securities reduced its Symbotic (SYM) stake by 39% in Q2 2026, selling an estimated $63.6K and leaving 1,972 shares worth $88.6K. The position accounts for 0.02% of the portfolio, ranked #215.

Rakuten Securities first reported a position in SYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $632K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Rakuten Securities held 1,972 shares of Symbotic worth $88.6K as of Q2 2026.
  • Rakuten Securities sold 1,247 Symbotic shares in Q2 2026, an estimated $63.6K.
  • Symbotic made up 0.02% of Rakuten Securities's portfolio in Q2 2026, its #215 holding.
  • Rakuten Securities first reported a position in Symbotic in Q4 2023 and has held it in 11 quarters since.
  • Rakuten Securities's Symbotic position peaked at $632K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.