Raymond James Financial
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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
Q2 		– Sell
-400
Closed -$17K – 5576
2026
Q1 		$17K Buy
+400
New +$22.9K ﹤0.01% 5217

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Baillie Gifford & Co
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Vanguard Portfolio Management
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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

Raymond James Financial's SYM Position: Q2 2026 in Review

Raymond James Financial reduced its Symbotic (SYM) stake by 5.5% in Q2 2026, selling an estimated $2.71M and leaving 904,237 shares worth $40.6M. The position accounts for 0.01% of the portfolio, ranked #1040.

Raymond James Financial first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.7M in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Raymond James Financial held 904,237 shares of Symbotic worth $40.6M as of Q2 2026.
  • Raymond James Financial sold 53,103 Symbotic shares in Q2 2026, an estimated $2.71M.
  • Symbotic made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1040 holding.
  • Raymond James Financial first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Symbotic position peaked at $56.7M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.