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Brown Financial Advisors’s Sysco SYY Stock Holding History

Brown Financial Advisors’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
Q3 		– Sell
-6,417
Closed -$486K – 166
2025
Q2 		$486K Buy
6,417
+242
+4% +$17.6K 0.19% 109
2025
Q1 		$463K Sell
6,175
-49
-0.8% -$3.59K 0.19% 108
2024
Q4 		$476K Buy
6,224
+194
+3% +$14.9K 0.19% 94
2024
Q3 		$471K Sell
6,030
-3,341
-36% -$251K 0.19% 113
2024
Q2 		$669K Buy
+9,371
New +$700K 0.3% 117

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Financial Advisors's SYY Position: Q3 2025 in Review

Brown Financial Advisors sold out of Sysco (SYY) in Q3 2025, closing a stake of 6,417 shares — an estimated $486K sold.

Brown Financial Advisors first reported a position in SYY in Q2 2024 and held it in 5 quarters. The position peaked at $669K in Q2 2024. 1,555 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

  • Brown Financial Advisors reported no remaining Sysco position as of Q3 2025 after selling out during the quarter.
  • Brown Financial Advisors sold 6,417 Sysco shares in Q3 2025, an estimated $486K.
  • Brown Financial Advisors first reported a position in Sysco in Q2 2024 and held it in 5 quarters.
  • Brown Financial Advisors's Sysco position peaked at $669K in Q2 2024.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on Brown Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.