Raymond James Financial
SYM icon

Raymond James Financial’s Symbotic SYM Stock Holding History

Raymond James 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 		$50.9M Buy
957,340
+5,222
+0.5% +$299K 0.02% 837
2025
Q4 		$56.7M Buy
952,118
+49,393
+5% +$3.26M 0.02% 763
2025
Q3 		$48.7M Sell
902,725
-67,473
-7% -$3.41M 0.02% 823
2025
Q2 		$37.7M Sell
970,198
-10,724
-1% -$281K 0.01% 938
2025
Q1 		$19.8M Buy
980,922
+105,616
+12% +$2.7M 0.01% 1321
2024
Q4 		$20.8M Buy
+875,306
New +$24.9M 0.01% 1287

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial's SYM Position: Q1 2026 in Review

Raymond James Financial increased its Symbotic (SYM) stake by 0.55% in Q1 2026, buying an estimated $299K and bringing the position to 957,340 shares worth $50.9M. The position accounts for 0.02% of the portfolio, ranked #837.

Raymond James Financial first reported a position in SYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $56.7M in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Raymond James Financial held 957,340 shares of Symbotic worth $50.9M as of Q1 2026.
  • Raymond James Financial bought 5,222 Symbotic shares in Q1 2026, an estimated $299K.
  • Symbotic made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #837 holding.
  • Raymond James Financial first reported a position in Symbotic in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Symbotic position peaked at $56.7M in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.