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Confluence Wealth Services’s Sysco SYY Stock Holding History

Confluence Wealth Services’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 		$559K Buy
6,684
+299
+5% +$22.6K 0.02% 311
2026
Q1 		$455K Buy
6,385
+700
+12% +$57.9K 0.02% 270
2025
Q4 		$419K Buy
5,685
+62
+1% +$4.72K 0.02% 275
2025
Q3 		$463K Buy
5,623
+41
+0.7% +$3.28K 0.02% 256
2025
Q2 		$423K Hold
5,582
– – 0.02% 266
2025
Q1 		$407K Buy
5,582
+2,500
+81% +$183K 0.03% 257
2024
Q4 		$227K Hold
3,082
– – 0.01% 304
2024
Q3 		$241K Buy
+3,082
New +$232K 0.02% 311
2023
Q3 		– Sell
-5,587
Closed -$415K – 272
2023
Q2 		$415K Sell
5,587
-29
-0.5% -$2.14K 0.09% 177
2023
Q1 		$434K Hold
5,616
– – 0.1% 156
2022
Q4 		$429K Sell
5,616
-17
-0.3% -$1.37K 0.11% 155
2022
Q3 		$398K Sell
5,633
-254
-4% -$21.2K 0.17% 149
2022
Q2 		$484K Buy
5,887
+432
+8% +$36.2K 0.21% 153
2022
Q1 		$445K Sell
5,455
-1,170
-18% -$94.6K 0.16% 153
2021
Q4 		$520K Buy
+6,625
New +$510K 0.17% 137

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
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
VF
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Confluence Wealth Services's SYY Position: Q2 2026 in Review

Confluence Wealth Services increased its Sysco (SYY) stake by 4.7% in Q2 2026, buying an estimated $22.6K and bringing the position to 6,684 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #311.

Confluence Wealth Services first reported a position in SYY in Q4 2021 and has held it in 15 quarters since. 466 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Confluence Wealth Services held 6,684 shares of Sysco worth $559K as of Q2 2026.
  • Confluence Wealth Services bought 299 Sysco shares in Q2 2026, an estimated $22.6K.
  • Sysco made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #311 holding.
  • Confluence Wealth Services first reported a position in Sysco in Q4 2021 and has held it in 15 quarters since.
  • 466 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.