BankPlus Trust Department’s Sysco SYY Stock Holding History

BankPlus Trust Department’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
2026 Q1	$1.3M	Sell	18,211 -2,678	-13%	-$221K	0.35%	70
2025 Q4	$1.54M	Sell	20,889 -675	-3%	-$51.4K	0.4%	60
2025 Q3	$1.78M	Buy	21,564 +231	+1%	+$18.5K	0.48%	49
2025 Q2	$1.62M	Buy	21,333 +2,635	+14%	+$191K	0.48%	50
2025 Q1	$1.4M	Buy	18,698 +1,042	+6%	+$76.4K	0.47%	53
2024 Q4	$1.35M	Buy	+17,656	New	+$1.35M	0.44%	56

Other funds holding SYY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BankPlus Trust Department's SYY Position: Q1 2026 in Review

BankPlus Trust Department reduced its Sysco (SYY) stake by 13% in Q1 2026, selling an estimated $221K and leaving 18,211 shares worth $1.3M. The position accounts for 0.35% of the portfolio, ranked #70.

BankPlus Trust Department first reported a position in SYY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.78M in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

BankPlus Trust Department held 18,211 shares of Sysco worth $1.3M as of Q1 2026.
BankPlus Trust Department sold 2,678 Sysco shares in Q1 2026, an estimated $221K.
Sysco made up 0.35% of BankPlus Trust Department's portfolio in Q1 2026, its #70 holding.
BankPlus Trust Department first reported a position in Sysco in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's Sysco position peaked at $1.78M in Q3 2025.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.