Montgomery Financial Services’s Sysco SYY Stock Holding History

Montgomery Financial 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	$84	Buy	+1	New	+$76	﹤0.01%	330

Other funds holding SYY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Montgomery Financial Services's SYY Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Sysco (SYY) in Q2 2026: 1 share worth $84. The stake represents ﹤0.01% of the portfolio and ranks #330 among its holdings.

1,555 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Montgomery Financial Services held 1 share of Sysco worth $84 as of Q2 2026.
Sysco was a new Montgomery Financial Services position in Q2 2026.
Sysco made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #330 holding.
1,555 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.