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COMMONWEALTH EQUITY SERVICES, LLC → SYM
COMMONWEALTH EQUITY SERVICES, LLC SYM Position History
Symbotic Inc. • Technology
Quarters held
8
Latest value
$1.5M
Q3 2026
Peak value
$179.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $134.7M |
| Q4 2025 | $2.5M |
| Q1 2026 | $147.6M |
| Q1 2026 | $2.2M |
| Q2 2026 | $179.5M |
| Q2 2026 | $1.9M |
| Q3 2026 | $164.7M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 36.7K | — | — |
| Q3 2026 | $164.7M | 3.35M | — | — |
| Q2 2026 | $1.9M | 42.2K | — | — |
| Q2 2026 | $179.5M | 3.40M | — | — |
| Q1 2026 | $2.2M | 41.2K | — | — |
| Q1 2026 | $147.6M | 3.30M | — | — |
| Q4 2025 | $2.5M | 42.8K | — | — |
| Q4 2025 | $134.7M | 3.05M | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M
$66.4M
$66.4M