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Register Financial Advisors’s Symbotic SYM Stock Holding History

Register Financial Advisors’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 		$2.81M Buy
62,522
+2,500
+4% +$127K 0.86% 29
2026
Q1 		$3.19M Buy
60,022
+730
+1% +$41.8K 1.18% 15
2025
Q4 		$3.53M Sell
59,292
-17,950
-23% -$1.19M 1.37% 13
2025
Q3 		$4.16M Sell
77,242
-23,475
-23% -$1.19M 1.64% 9
2025
Q2 		$3.91M Sell
100,717
-19,050
-16% -$499K 1.71% 9
2025
Q1 		$2.42M Buy
119,767
+10,350
+9% +$264K 1.26% 17
2024
Q4 		$2.59M Sell
109,417
-16,555
-13% -$470K 1.3% 16
2024
Q3 		$3.07M Buy
125,972
+84,672
+205% +$2.3M 1.58% 13
2024
Q2 		$1.45M Buy
41,300
+30,100
+269% +$1.22M 0.73% 34
2024
Q1 		$504K Buy
11,200
+6,200
+124% +$272K 0.26% 94
2023
Q4 		$257K Sell
5,000
-370
-7% -$16.2K 0.17% 133
2023
Q3 		$180K Buy
5,370
+2,370
+79% +$97.5K 0.13% 143
2023
Q2 		$128K Sell
3,000
-23,250
-89% -$764K 0.09% 170
2023
Q1 		$600K Sell
26,250
-11,800
-31% -$197K 0.47% 54
2022
Q4 		$454K Buy
+38,050
New +$443K 0.29% 84

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

Register Financial Advisors's SYM Position: Q2 2026 in Review

Register Financial Advisors increased its Symbotic (SYM) stake by 4.2% in Q2 2026, buying an estimated $127K and bringing the position to 62,522 shares worth $2.81M. The position accounts for 0.86% of the portfolio, ranked #29.

Register Financial Advisors first reported a position in SYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.16M in Q3 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Register Financial Advisors held 62,522 shares of Symbotic worth $2.81M as of Q2 2026.
  • Register Financial Advisors bought 2,500 Symbotic shares in Q2 2026, an estimated $127K.
  • Symbotic made up 0.86% of Register Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Register Financial Advisors first reported a position in Symbotic in Q4 2022 and has held it in 15 quarters since.
  • Register Financial Advisors's Symbotic position peaked at $4.16M in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.