Independent Financial Group’s Sysco SYY Stock Holding History

Independent Financial Group’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 Q3	$659K	Buy	8,458 +191	+2%	+$15.7K	0.01%	866
2026 Q2	$691K	Sell	8,267 -643	-7%	-$48.7K	0.01%	841
2026 Q1	$636K	Sell	8,910 -77	-0.9%	-$6.37K	0.01%	811
2025 Q4	$662K	Sell	8,987 -606	-6%	-$46.1K	0.01%	767
2025 Q3	$790K	Sell	9,593 -990	-9%	-$79.2K	0.02%	680
2025 Q2	$802K	Sell	10,583 -1,442	-12%	-$105K	0.02%	612
2025 Q1	$902K	Buy	12,025 +1,054	+10%	+$77.3K	0.03%	512
2024 Q4	$839K	Buy	+10,971	New	+$840K	0.03%	525

Other funds holding SYY

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GAM

GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Independent Financial Group's SYY Position: Q3 2026 in Review

Independent Financial Group increased its Sysco (SYY) stake by 2.3% in Q3 2026, buying an estimated $15.7K and bringing the position to 8,458 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #866.

Independent Financial Group first reported a position in SYY in Q4 2024 and has held it in 8 quarters since. The position peaked at $902K in Q1 2025. 118 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

Independent Financial Group held 8,458 shares of Sysco worth $659K as of Q3 2026.
Independent Financial Group bought 191 Sysco shares in Q3 2026, an estimated $15.7K.
Sysco made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #866 holding.
Independent Financial Group first reported a position in Sysco in Q4 2024 and has held it in 8 quarters since.
Independent Financial Group's Sysco position peaked at $902K in Q1 2025.
118 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.