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Silver Grove Financial Group’s Symbotic SYM Stock Holding History

Silver Grove Financial Group’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 		$1.17K Buy
+26
New +$1.32K ﹤0.01% 1807

Other funds holding SYM

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WI
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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

Silver Grove Financial Group's SYM Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Symbotic (SYM) in Q2 2026: 26 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #1807 among its holdings.

417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Silver Grove Financial Group held 26 shares of Symbotic worth $1.17K as of Q2 2026.
  • Symbotic was a new Silver Grove Financial Group position in Q2 2026.
  • Symbotic made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1807 holding.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.