BankPlus Wealth Management’s Sysco SYY Stock Holding History

BankPlus 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
2026 Q2	$366K	Buy	4,375 +134	+3%	+$10.1K	0.16%	90
2026 Q1	$302K	Sell	4,241 -512	-11%	-$42.3K	0.16%	97
2025 Q4	$350K	Buy	4,753 +8	+0.2%	+$609	0.19%	89
2025 Q3	$391K	Buy	4,745 +273	+6%	+$21.8K	0.23%	83
2025 Q2	$339K	Buy	4,472 +171	+4%	+$12.4K	0.22%	83
2025 Q1	$323K	Buy	4,301 +431	+11%	+$31.6K	0.24%	82
2024 Q4	$296K	Buy	+3,870	New	+$296K	0.22%	86

Other funds holding SYY

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

BankPlus Wealth Management's SYY Position: Q2 2026 in Review

BankPlus Wealth Management increased its Sysco (SYY) stake by 3.2% in Q2 2026, buying an estimated $10.1K and bringing the position to 4,375 shares worth $366K. The position accounts for 0.16% of the portfolio, ranked #90.

BankPlus Wealth Management first reported a position in SYY in Q4 2024 and has held it in 7 quarters since. The position peaked at $391K in Q3 2025. 702 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

BankPlus Wealth Management held 4,375 shares of Sysco worth $366K as of Q2 2026.
BankPlus Wealth Management bought 134 Sysco shares in Q2 2026, an estimated $10.1K.
Sysco made up 0.16% of BankPlus Wealth Management's portfolio in Q2 2026, its #90 holding.
BankPlus Wealth Management first reported a position in Sysco in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Sysco position peaked at $391K in Q3 2025.
702 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.