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Park Square Financial Group’s Sysco SYY Stock Holding History

Park Square 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
2025
Q3 		– Sell
-1,303
Closed -$98.7K – 867
2025
Q2 		$98.7K Sell
1,303
-30
-2% -$2.18K 0.07% 201
2025
Q1 		$100K Buy
1,333
+104
+8% +$7.62K 0.08% 176
2024
Q4 		$94K Buy
+1,229
New +$94.1K 0.06% 190

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Park Square Financial Group's SYY Position: Q3 2025 in Review

Park Square Financial Group sold out of Sysco (SYY) in Q3 2025, closing a stake of 1,303 shares — an estimated $98.7K sold.

Park Square Financial Group first reported a position in SYY in Q4 2024 and held it in 3 quarters. The position peaked at $100K in Q1 2025. 1,557 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

  • Park Square Financial Group reported no remaining Sysco position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 1,303 Sysco shares in Q3 2025, an estimated $98.7K.
  • Park Square Financial Group first reported a position in Sysco in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Sysco position peaked at $100K in Q1 2025.
  • 1,557 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.