Register Financial Advisors LLC / SYM
Register Financial Advisors LLC’s Symbotic Inc Position
Does Register Financial Advisors LLC own Symbotic Inc (SYM)? Yes — 60.0K shares worth $3M (+1.18% of its 13F portfolio) as of Q1 2026, up from 59.3K shares the prior filed quarter.
Position Value
$3M
Q1 2026
Shares
60.0K
% of Portfolio
+1.18%
Quarters Held
14
currently held
Position History SYM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 60.0K | $3M | +1.18% |
| Q4 2025 | 59.3K | $4M | +1.37% |
| Q3 2025 | 77.2K | $4M | +1.64% |
| Q2 2025 | 100.7K | $4M | +1.71% |
| Q1 2025 | 119.8K | $2M | +1.26% |
| Q4 2024 | 109.4K | $3M | +1.30% |
| Q3 2024 | 126.0K | $3M | +1.58% |
| Q2 2024 | 41.3K | $1M | +0.73% |
| Q1 2024 | 11.2K | $504,000 | +0.26% |
| Q4 2023 | 5.0K | $256,650 | +0.17% |
| Q3 2023 | 5.4K | $179,519 | +0.13% |
| Q2 2023 | 3.0K | $128,430 | +0.09% |
| Q1 2023 | 26.3K | $599,550 | +0.47% |
| Q4 2022 | 38.0K | $454,317 | +0.29% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Register Financial Advisors LLC’s full portfolio or all institutional holders of SYM.