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 Q2	$1.62M	Buy	19,433 +1,222	+7%	+$92.5K	0.38%	61
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BankPlus Trust Department's SYY Position: Q2 2026 in Review

BankPlus Trust Department increased its Sysco (SYY) stake by 6.7% in Q2 2026, buying an estimated $92.5K and bringing the position to 19,433 shares worth $1.62M. The position accounts for 0.38% of the portfolio, ranked #61.

BankPlus Trust Department first reported a position in SYY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.78M in Q3 2025. 1,640 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

BankPlus Trust Department held 19,433 shares of Sysco worth $1.62M as of Q2 2026.
BankPlus Trust Department bought 1,222 Sysco shares in Q2 2026, an estimated $92.5K.
Sysco made up 0.38% of BankPlus Trust Department's portfolio in Q2 2026, its #61 holding.
BankPlus Trust Department first reported a position in Sysco in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Sysco position peaked at $1.78M in Q3 2025.
1,640 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.