Next Level Wealth Planning
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Next Level Wealth Planning’s Sysco SYY Stock Holding History

Next Level Wealth Planning’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 		$7.8K Buy
+100
New +$8.22K ﹤0.01% 356

Other funds holding SYY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
First Nebraska Trust
First Nebraska Trust Lincoln, Nebraska $1.22B AUM 23.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Next Level Wealth Planning's SYY Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Sysco (SYY) in Q3 2026: 100 shares worth $7.8K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings.

900 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Next Level Wealth Planning held 100 shares of Sysco worth $7.8K as of Q3 2026.
  • Sysco was a new Next Level Wealth Planning position in Q3 2026.
  • Sysco made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #356 holding.
  • 900 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.