Western Financial Corp’s Symbotic SYM Stock Holding History

Western Financial Corp’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 Q1	–	Sell	-15,821	Closed	-$941K	–	147
2025 Q4	$941K	Buy	+15,821	New	+$1.04M	0.37%	61

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Western Financial Corp's SYM Position: Q1 2026 in Review

Western Financial Corp sold out of Symbotic (SYM) in Q1 2026, closing a stake of 15,821 shares — an estimated $941K sold.

Western Financial Corp first reported a position in SYM in Q4 2025 and held it in 1 quarter. The position peaked at $941K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Western Financial Corp reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
Western Financial Corp sold 15,821 Symbotic shares in Q1 2026, an estimated $941K.
Western Financial Corp first reported a position in Symbotic in Q4 2025 and held it in 1 quarter.
Western Financial Corp's Symbotic position peaked at $941K in Q4 2025.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.