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BFC Planning, Inc.’s Sysco SYY Stock Holding History

BFC Planning, Inc.’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 		$305K Buy
3,643
+1,347
+59% +$102K 0.01% 796
2026
Q1 		$164K Buy
2,296
+77
+3% +$6.36K 0.01% 944
2025
Q4 		$164K Sell
2,219
-52
-2% -$3.96K 0.01% 948
2025
Q3 		$187K Sell
2,271
-562
-20% -$44.9K 0.01% 692
2025
Q2 		$215K Buy
2,833
+157
+6% +$11.4K 0.02% 615
2025
Q1 		$201K Buy
2,676
+16
+0.6% +$1.17K 0.02% 608
2024
Q4 		$203K Buy
+2,660
New +$204K 0.02% 607

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BFC Planning, Inc.'s SYY Position: Q2 2026 in Review

BFC Planning, Inc. increased its Sysco (SYY) stake by 59% in Q2 2026, buying an estimated $102K and bringing the position to 3,643 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #796.

BFC Planning, Inc. first reported a position in SYY in Q4 2024 and has held it in 7 quarters since. 1,646 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • BFC Planning, Inc. held 3,643 shares of Sysco worth $305K as of Q2 2026.
  • BFC Planning, Inc. bought 1,347 Sysco shares in Q2 2026, an estimated $102K.
  • Sysco made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #796 holding.
  • BFC Planning, Inc. first reported a position in Sysco in Q4 2024 and has held it in 7 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.