SG Americas Securities
SYM icon

SG Americas Securities’s Symbotic SYM Stock Holding History

SG Americas 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 		$9.49M Buy
+211,061
New +$10.8M 0.01% 847
2026
Q1 		– Sell
-8,980
Closed -$534K – 3682
2025
Q4 		$534K Sell
8,980
-64,976
-88% -$4.29M ﹤0.01% 2452
2025
Q3 		$3.99M Buy
73,956
+59,331
+406% +$3M 0.01% 599
2025
Q2 		$568K Sell
14,625
-19,361
-57% -$507K ﹤0.01% 1582
2025
Q1 		$687K Buy
33,986
+10,401
+44% +$266K ﹤0.01% 1508
2024
Q4 		$559K Buy
+23,585
New +$670K ﹤0.01% 1227
2024
Q3 		– Sell
-60,524
Closed -$2.13M – 3594
2024
Q2 		$2.13M Buy
+60,524
New +$2.45M 0.01% 921
2024
Q1 		– Sell
-2,647
Closed -$136K – 3426
2023
Q4 		$136K Buy
+2,647
New +$116K ﹤0.01% 2501
2023
Q3 		– Sell
-3,884
Closed -$166K – 3255
2023
Q2 		$166K Buy
+3,884
New +$128K ﹤0.01% 1874

Other funds holding SYM

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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

SG Americas Securities's SYM Position: Q2 2026 in Review

SG Americas Securities opened a new position in Symbotic (SYM) in Q2 2026: 211,061 shares worth $9.49M. The stake represents 0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: SG Americas Securities previously reported a position in SYM as recently as Q4 2025.

SG Americas Securities first reported a position in SYM in Q2 2023 and has held it in 9 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • SG Americas Securities held 211,061 shares of Symbotic worth $9.49M as of Q2 2026.
  • Symbotic was a new SG Americas Securities position in Q2 2026.
  • Symbotic made up 0.01% of SG Americas Securities's portfolio in Q2 2026, its #847 holding.
  • SG Americas Securities first reported a position in Symbotic in Q2 2023 and has held it in 9 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.