Jefferies Group's SYM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 13,723 shares of Symbotic Inc. (SYM) worth $616,849, representing 0.00% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Jefferies Group has maintained this position in SYM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 13,723 shares. Largest reduction occurred in Q3 2024, reducing 20,894 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Symbotic (SYM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Symbotic (SYM) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +13,723 | New Buy | 13,723 | $44.95 |
| Q3 2024 | -20,894 | Sold Out | 0 | $0.00 |
| Q2 2024 | +20,894 | New Buy | 20,894 | $35.16 |
Jefferies Group's Symbotic Investment FAQs
Jefferies Group first purchased Symbotic Inc. (SYM) in Q2 2024, acquiring 20,894 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Symbotic Inc. (SYM) for 3 quarters since Q2 2024.
Jefferies Group's largest addition to Symbotic Inc. (SYM) was in Q2 2024, adding 20,894 shares worth $734,633.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 13,723 shares of Symbotic Inc. (SYM), valued at approximately $616,849.
As of the Q2 2026 filing, Symbotic Inc. (SYM) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Symbotic Inc. (SYM) was 20,894 shares, as reported at the end of Q2 2024.