Triumph Capital Management’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.05K Hold
25
– – ﹤0.01% 1697
2026
Q2
$1.12K Buy
+25
New +$1.27K ﹤0.01% 1651

Other funds holding SYM

Triumph Capital Management's SYM Position: Q3 2026 in Review

Triumph Capital Management held its Symbotic (SYM) position steady in Q3 2026 at 25 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Triumph Capital Management first reported a position in SYM in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.12K in Q2 2026. 270 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Triumph Capital Management held 25 shares of Symbotic worth $1.05K as of Q3 2026.
  • Triumph Capital Management left its Symbotic share count unchanged in Q3 2026.
  • Symbotic made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1697 holding.
  • Triumph Capital Management first reported a position in Symbotic in Q2 2026 and has held it in 2 quarters since.
  • Triumph Capital Management's Symbotic position peaked at $1.12K in Q2 2026.
  • 270 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.