Alpine Bank Wealth Management’s Sysco SYY Stock Holding History

Alpine Bank Wealth Management’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,463	Closed	-$203K	–	374
2025 Q3	$203K	Hold	2,463	–	–	0.03%	154
2025 Q2	$187K	Sell	2,463 -500	-17%	-$36.3K	0.03%	151
2025 Q1	$222K	Buy	+2,963	New	+$217K	0.04%	133
2024 Q3	$231K	Buy	+2,963	New	+$223K	0.04%	141

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Alpine Bank Wealth Management's SYY Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Sysco (SYY) in Q4 2025, closing a stake of 2,463 shares — an estimated $203K sold.

Alpine Bank Wealth Management first reported a position in SYY in Q3 2024 and held it in 4 quarters. The position peaked at $231K in Q3 2024. 1,561 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Alpine Bank Wealth Management reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Alpine Bank Wealth Management sold 2,463 Sysco shares in Q4 2025, an estimated $203K.
Alpine Bank Wealth Management first reported a position in Sysco in Q3 2024 and held it in 4 quarters.
Alpine Bank Wealth Management's Sysco position peaked at $231K in Q3 2024.
1,561 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.