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Tannin Capital’s Symbotic SYM Stock Holding History

Tannin Capital’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 		$221K Sell
4,922
-42
-0.8% -$2.14K 0.15% 157
2026
Q1 		$264K Buy
4,964
+729
+17% +$41.7K 0.19% 126
2025
Q4 		$252K Buy
+4,235
New +$280K 0.23% 107

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

Tannin Capital's SYM Position: Q2 2026 in Review

Tannin Capital reduced its Symbotic (SYM) stake by 0.85% in Q2 2026, selling an estimated $2.14K and leaving 4,922 shares worth $221K. The position accounts for 0.15% of the portfolio, ranked #157.

Tannin Capital first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $264K in Q1 2026. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Tannin Capital held 4,922 shares of Symbotic worth $221K as of Q2 2026.
  • Tannin Capital sold 42 Symbotic shares in Q2 2026, an estimated $2.14K.
  • Symbotic made up 0.15% of Tannin Capital's portfolio in Q2 2026, its #157 holding.
  • Tannin Capital first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Tannin Capital's Symbotic position peaked at $264K in Q1 2026.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Tannin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.