Stifel Financial
SYM icon

Stifel Financial’s Symbotic SYM Stock Holding History

Stifel Financial’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 		$4.6M Buy
102,226
+49,583
+94% +$2.53M ﹤0.01% 1464
2026
Q1 		$2.8M Sell
52,643
-12,513
-19% -$716K ﹤0.01% 1714
2025
Q4 		$3.88M Sell
65,156
-7,004
-10% -$463K ﹤0.01% 1480
2025
Q3 		$3.89M Sell
72,160
-23,533
-25% -$1.19M ﹤0.01% 1433
2025
Q2 		$3.72M Buy
+95,693
New +$2.51M ﹤0.01% 1422
2025
Q1 		– Sell
-8,947
Closed -$212K – 3536
2024
Q4 		$212K Sell
8,947
-1,239
-12% -$35.2K ﹤0.01% 3143
2024
Q3 		$248K Sell
10,186
-7,100
-41% -$193K ﹤0.01% 3051
2024
Q2 		$608K Sell
17,286
-8,059
-32% -$326K ﹤0.01% 2504
2024
Q1 		$1.14M Sell
25,345
-849
-3% -$37.2K ﹤0.01% 2102
2023
Q4 		$1.34M Buy
+26,194
New +$1.15M ﹤0.01% 1952

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

Stifel Financial's SYM Position: Q2 2026 in Review

Stifel Financial increased its Symbotic (SYM) stake by 94% in Q2 2026, buying an estimated $2.53M and bringing the position to 102,226 shares worth $4.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Stifel Financial first reported a position in SYM in Q4 2023 and has held it in 10 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Stifel Financial held 102,226 shares of Symbotic worth $4.6M as of Q2 2026.
  • Stifel Financial bought 49,583 Symbotic shares in Q2 2026, an estimated $2.53M.
  • Symbotic made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1464 holding.
  • Stifel Financial first reported a position in Symbotic in Q4 2023 and has held it in 10 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.