Nations Financial Group
SYY icon

Nations Financial Group’s Sysco SYY Stock Holding History

Nations 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 		$212K Sell
2,713
-9
-0.3% -$739 0.01% 739
2026
Q2 		$228K Buy
+2,722
New +$206K 0.01% 715
2022
Q3 		– Sell
-2,380
Closed -$202K – 557
2022
Q2 		$202K Buy
+2,380
New +$199K 0.03% 497
2020
Q3 		– Sell
-4,482
Closed -$245K – 295
2020
Q2 		$245K Sell
4,482
-5,440
-55% -$286K 0.09% 230
2020
Q1 		$453K Sell
9,922
-9,297
-48% -$643K 0.19% 155
2019
Q4 		$1.64M Buy
19,219
+262
+1% +$21.2K 0.57% 36
2019
Q3 		$1.51M Buy
+18,957
New +$1.39M 0.54% 37

Other funds holding SYY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Nations Financial Group reduced its Sysco (SYY) stake by 0.33% in Q3 2026, selling an estimated $739 and leaving 2,713 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #739.

Nations Financial Group first reported a position in SYY in Q3 2019 and has held it in 7 quarters since. The position peaked at $1.64M in Q4 2019. 1,387 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Nations Financial Group held 2,713 shares of Sysco worth $212K as of Q3 2026.
  • Nations Financial Group sold 9 Sysco shares in Q3 2026, an estimated $739.
  • Sysco made up 0.01% of Nations Financial Group's portfolio in Q3 2026, its #739 holding.
  • Nations Financial Group first reported a position in Sysco in Q3 2019 and has held it in 7 quarters since.
  • Nations Financial Group's Sysco position peaked at $1.64M in Q4 2019.
  • 1,387 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.