TRCT
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Tower Research Capital (TRC)’s Symbotic SYM Stock Holding History

Tower Research Capital (TRC)’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 		– Sell
-3,088
Closed -$164K – 5629
2026
Q1 		$164K Sell
3,088
-723
-19% -$41.4K ﹤0.01% 1769
2025
Q4 		$227K Buy
3,811
+3,749
+6,047% +$248K 0.01% 1350
2025
Q3 		$3.34K Buy
+62
New +$3.13K ﹤0.01% 4517
2025
Q2 		– Sell
-5,044
Closed -$102K – 5563
2025
Q1 		$102K Buy
5,044
+1,478
+41% +$37.8K ﹤0.01% 1760
2024
Q4 		$84.5K Buy
3,566
+1,018
+40% +$28.9K ﹤0.01% 2244
2024
Q3 		$62.1K Sell
2,548
-3,484
-58% -$94.6K ﹤0.01% 2596
2024
Q2 		$212K Buy
6,032
+5,434
+909% +$220K ﹤0.01% 2026
2024
Q1 		$26.9K Sell
598
-5,807
-91% -$254K ﹤0.01% 2741
2023
Q4 		$329K Sell
6,405
-1,497
-19% -$65.6K ﹤0.01% 1707
2023
Q3 		$264K Buy
7,902
+4,376
+124% +$180K 0.01% 1256
2023
Q2 		$151K Buy
3,526
+3,275
+1,305% +$108K 0.01% 1750
2023
Q1 		$6K Buy
+251
New +$4.2K ﹤0.01% 4881
2022
Q3 		– Sell
-11,277
Closed -$124K – 6474
2022
Q2 		$124K Buy
11,277
+9,138
+427% +$100K ﹤0.01% 2121
2022
Q1 		$22K Buy
+2,139
New +$21.2K ﹤0.01% 3450
2021
Q4 		– Sell
-818
Closed -$8K – 6557
2021
Q3 		$8K Buy
+818
New +$8.03K ﹤0.01% 4568

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

Tower Research Capital (TRC)'s SYM Position: Q2 2026 in Review

Tower Research Capital (TRC) sold out of Symbotic (SYM) in Q2 2026, closing a stake of 3,088 shares — an estimated $164K sold.

Tower Research Capital (TRC) first reported a position in SYM in Q3 2021 and held it in 15 quarters. The position peaked at $329K in Q4 2023. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Tower Research Capital (TRC) reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 3,088 Symbotic shares in Q2 2026, an estimated $164K.
  • Tower Research Capital (TRC) first reported a position in Symbotic in Q3 2021 and held it in 15 quarters.
  • Tower Research Capital (TRC)'s Symbotic position peaked at $329K in Q4 2023.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.