Root Financial Partners
SYM icon

Root Financial Partners’s Symbotic SYM Stock Holding History

Root Financial Partners’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
Q3 		$7.99K Buy
+190
New +$8.01K ﹤0.01% 2022
2026
Q2 		– Sell
-22
Closed -$1.17K – 2864
2026
Q1 		$1.17K Buy
22
+14
+175% +$801 ﹤0.01% 2546
2025
Q4 		$476 Hold
8
– – ﹤0.01% 2215
2025
Q3 		$431 Buy
+8
New +$404 ﹤0.01% 2161

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Nordea Investment Management
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Daiwa Securities Group
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Root Financial Partners's SYM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Symbotic (SYM) in Q3 2026: 190 shares worth $7.99K. The stake represents ﹤0.01% of the portfolio and ranks #2022 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SYM as recently as Q1 2026.

Root Financial Partners first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. 333 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Root Financial Partners held 190 shares of Symbotic worth $7.99K as of Q3 2026.
  • Symbotic was a new Root Financial Partners position in Q3 2026.
  • Symbotic made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2022 holding.
  • Root Financial Partners first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • 333 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.