WFA
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West Financial Advisors’s Symbotic SYM Stock Holding History

West Financial Advisors’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 		$6.74K Hold
150
– – ﹤0.01% 147
2026
Q1 		$7.98K Hold
150
– – ﹤0.01% 142
2025
Q4 		$8.93K Hold
150
– – ﹤0.01% 145
2025
Q3 		$8.09K Hold
150
– – ﹤0.01% 144
2025
Q2 		$5.83K Hold
150
– – ﹤0.01% 162
2025
Q1 		$3.03K Buy
+150
New +$3.83K ﹤0.01% 170

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

West Financial Advisors's SYM Position: Q2 2026 in Review

West Financial Advisors held its Symbotic (SYM) position steady in Q2 2026 at 150 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

West Financial Advisors first reported a position in SYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.93K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • West Financial Advisors held 150 shares of Symbotic worth $6.74K as of Q2 2026.
  • West Financial Advisors left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #147 holding.
  • West Financial Advisors first reported a position in Symbotic in Q1 2025 and has held it in 6 quarters since.
  • West Financial Advisors's Symbotic position peaked at $8.93K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.