Versant Capital Management’s Symbotic SYM Stock Holding History

Versant Capital Management’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 Q3	$1.68K	Hold	40	–	–	﹤0.01%	2628
2026 Q2	$1.8K	Hold	40	–	–	﹤0.01%	2571
2026 Q1	$2.13K	Hold	40	–	–	﹤0.01%	2556
2025 Q4	$2.38K	Hold	40	–	–	﹤0.01%	2417
2025 Q3	$2.16K	Hold	40	–	–	﹤0.01%	2400
2025 Q2	$1.55K	Hold	40	–	–	﹤0.01%	2427
2025 Q1	$808	Hold	40	–	–	﹤0.01%	2380
2024 Q4	$948	Hold	40	–	–	﹤0.01%	2208
2024 Q3	$976	Buy	+40	New	+$1.09K	﹤0.01%	1747

Other funds holding SYM

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

WAM

Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Versant Capital Management held its Symbotic (SYM) position steady in Q3 2026 at 40 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Versant Capital Management first reported a position in SYM in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.38K in Q4 2025. 14 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

Versant Capital Management held 40 shares of Symbotic worth $1.68K as of Q3 2026.
Versant Capital Management left its Symbotic share count unchanged in Q3 2026.
Symbotic made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #2628 holding.
Versant Capital Management first reported a position in Symbotic in Q3 2024 and has held it in 9 quarters since.
Versant Capital Management's Symbotic position peaked at $2.38K in Q4 2025.
14 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.