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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
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

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 $3.37T AUM 44.26% 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

Independent Financial Group's SYY Position: Q2 2026 in Review

Independent Financial Group reduced its Sysco (SYY) stake by 7.2% in Q2 2026, selling an estimated $48.7K and leaving 8,267 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #841.

Independent Financial Group first reported a position in SYY in Q4 2024 and has held it in 7 quarters since. The position peaked at $902K in Q1 2025. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Independent Financial Group held 8,267 shares of Sysco worth $691K as of Q2 2026.
  • Independent Financial Group sold 643 Sysco shares in Q2 2026, an estimated $48.7K.
  • Sysco made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #841 holding.
  • Independent Financial Group first reported a position in Sysco in Q4 2024 and has held it in 7 quarters since.
  • Independent Financial Group's Sysco position peaked at $902K in Q1 2025.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.