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SignatureFD’s Symbotic SYM Stock Holding History

SignatureFD’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 		$1.12K Hold
200
– – ﹤0.01% 3244
2026
Q1 		$2.45K Buy
+200
New +$11.4K ﹤0.01% 3015

Other funds holding SYM

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

SignatureFD's SYM Position: Q2 2026 in Review

SignatureFD reduced its Symbotic (SYM) stake by 1.9% in Q2 2026, selling an estimated $357 and leaving 361 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

SignatureFD first reported a position in SYM in Q4 2023 and has held it in 7 quarters since. The position peaked at $20.2K in Q4 2025. 85 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • SignatureFD held 361 shares of Symbotic worth $16.2K as of Q2 2026.
  • SignatureFD sold 7 Symbotic shares in Q2 2026, an estimated $357.
  • Symbotic made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2441 holding.
  • SignatureFD first reported a position in Symbotic in Q4 2023 and has held it in 7 quarters since.
  • SignatureFD's Symbotic position peaked at $20.2K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.