OFS
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OneAscent Financial Services’s Sysco SYY Stock Holding History

OneAscent 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 		$530K Sell
6,342
-610
-9% -$46.2K 0.03% 364
2026
Q1 		$496K Buy
+6,952
New +$575K 0.03% 347
2025
Q4 		– Sell
-5,905
Closed -$486K – 544
2025
Q3 		$486K Sell
5,905
-1,299
-18% -$104K 0.03% 310
2025
Q2 		$555K Sell
7,204
-5,198
-42% -$377K 0.04% 286
2025
Q1 		$934K Buy
12,402
+6,220
+101% +$456K 0.06% 212
2024
Q4 		$473K Buy
6,182
+138
+2% +$10.6K 0.04% 265
2024
Q3 		$472K Buy
+6,044
New +$454K 0.34% 73
2024
Q2 		– Sell
-8,284
Closed -$673K – 373
2024
Q1 		$673K Sell
8,284
-2,556
-24% -$201K 0.07% 161
2023
Q4 		$793K Buy
10,840
+3,696
+52% +$255K 0.1% 133
2023
Q3 		$472K Buy
+7,144
New +$513K 0.12% 125
2023
Q2 		– Sell
-5,332
Closed -$412K – 199
2023
Q1 		$412K Sell
5,332
-1,017
-16% -$78K 0.17% 76
2022
Q4 		$485K Buy
6,349
+331
+6% +$26.7K 0.21% 56
2022
Q3 		$426K Buy
6,018
+3,214
+115% +$268K 0.17% 90
2022
Q2 		$239K Sell
2,804
-249
-8% -$20.9K 0.11% 185
2022
Q1 		$249K Buy
3,053
+88
+3% +$7.11K 0.18% 100
2021
Q4 		$233K Buy
+2,965
New +$228K 0.44% 106
2021
Q1 		$221K Buy
+2,806
New +$218K 0.22% 123
2020
Q1 		– Sell
-4,595
Closed -$393K – 187
2019
Q4 		$393K Buy
+4,595
New +$372K 0.22% 82
2019
Q3 		– Sell
-5,571
Closed -$394K – 167
2019
Q2 		$394K Buy
+5,571
New +$396K 0.27% 79

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

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

OneAscent Financial Services reduced its Sysco (SYY) stake by 8.8% in Q2 2026, selling an estimated $46.2K and leaving 6,342 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #364.

OneAscent Financial Services first reported a position in SYY in Q2 2019 and has held it in 19 quarters since. The position peaked at $934K in Q1 2025. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • OneAscent Financial Services held 6,342 shares of Sysco worth $530K as of Q2 2026.
  • OneAscent Financial Services sold 610 Sysco shares in Q2 2026, an estimated $46.2K.
  • Sysco made up 0.03% of OneAscent Financial Services's portfolio in Q2 2026, its #364 holding.
  • OneAscent Financial Services first reported a position in Sysco in Q2 2019 and has held it in 19 quarters since.
  • OneAscent Financial Services's Sysco position peaked at $934K in Q1 2025.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.