STIFEL FINANCIAL CORP

Position in SYM — Symbotic Inc.

CIK 720672 ST. LOUIS, MO

Position in SYM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,800,606

-$1,076,175 QoQ

Shares Held

52,643

-19.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 86.8301578557453.ToString("F0")% Shared 0.ToString("F0")% None 13.169842144254694.ToString("F0")%

Industrials · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $2,351,812,330 across 46 Specialty Industrial Machinery names. SYM ranks #31 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	1,443,704	$516,369,604
2	CMI	Cummins Inc	840,971	$452,459,213
3	ITW	Illinois Tool Works Inc	1,584,113	$412,328,770
4	GEV	GE Vernova Inc.	307,565	$268,473,486
5	PH	Parker-Hannifin Corp	254,630	$227,954,958
6	EMR	Emerson Electric Co	801,056	$104,954,355
7	ROK	Rockwell Automation, Inc	204,981	$73,563,580
8	NDSN	Nordson Corp	121,726	$32,386,417

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,800,606	52,643	-19.2%	Shares	Defined	2026-05-12
2025-12-31	$3,876,781	65,156	-9.7%	Shares	Defined	2026-02-13
2025-09-30	$3,889,424	72,160	-24.6%	Shares	Defined	2025-11-12
2025-06-30	$3,717,672	95,693	+969.6%	Shares	Defined	2025-08-14
2024-12-31	$212,132	8,947	-12.2%	Shares	Defined	2025-02-13
2024-09-30	$248,436	10,186	-41.1%	Shares	Defined	2024-11-14
2024-06-30	$607,775	17,286	-31.8%	Shares	Defined	2024-08-13
2024-03-31	$1,140,525	25,345	-3.2%	Shares	Defined	2024-05-14
2023-12-31	$1,344,537	26,194	—	Shares	Defined	2024-02-12
No filing history on record for this holder in this stock.