Perigon Wealth Management
SYY icon

Perigon Wealth Management’s Sysco SYY Stock Holding History

Perigon Wealth Management’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 		$616K Buy
7,907
+1,215
+18% +$100K 0.01% 797
2026
Q2 		$559K Buy
6,692
+707
+12% +$53.5K 0.01% 832
2026
Q1 		$427K Buy
5,985
+279
+5% +$23.1K 0.01% 871
2025
Q4 		$420K Buy
5,706
+452
+9% +$34.4K 0.01% 868
2025
Q3 		$433K Sell
5,254
-126
-2% -$10.1K 0.01% 798
2025
Q2 		$407K Sell
5,380
-1,025
-16% -$74.4K 0.01% 738
2025
Q1 		$481K Sell
6,405
-915
-13% -$67.1K 0.01% 651
2024
Q4 		$536K Buy
7,320
+672
+10% +$51.4K 0.01% 622
2024
Q3 		$519K Buy
6,648
+467
+8% +$35.1K 0.01% 610
2024
Q2 		$441K Sell
6,181
-1,364
-18% -$102K 0.01% 570
2024
Q1 		$613K Buy
7,545
+1,503
+25% +$118K 0.02% 485
2023
Q4 		$442K Buy
6,042
+1,612
+36% +$111K 0.01% 534
2023
Q3 		$293K Sell
4,430
-2,293
-34% -$165K 0.01% 594
2023
Q2 		$499K Buy
6,723
+2,825
+72% +$209K 0.02% 454
2023
Q1 		$301K Buy
3,898
+57
+1% +$4.37K 0.02% 536
2022
Q4 		$294K Buy
3,841
+150
+4% +$12.1K 0.02% 534
2022
Q3 		$261K Sell
3,691
-15
-0.4% -$1.25K 0.02% 463
2022
Q2 		$314K Buy
+3,706
New +$310K 0.03% 423
2021
Q1 		– Sell
-920
Closed -$68K – 969
2020
Q4 		$68K Buy
+920
New +$63.3K 0.01% 650

Other funds holding SYY

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Meyer Handelman Company
Meyer Handelman Company Rye Brook, New York $3.49B AUM 26.82% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Perigon Wealth Management's SYY Position: Q3 2026 in Review

Perigon Wealth Management increased its Sysco (SYY) stake by 18% in Q3 2026, buying an estimated $100K and bringing the position to 7,907 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #797.

Perigon Wealth Management first reported a position in SYY in Q4 2020 and has held it in 19 quarters since. 562 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Perigon Wealth Management held 7,907 shares of Sysco worth $616K as of Q3 2026.
  • Perigon Wealth Management bought 1,215 Sysco shares in Q3 2026, an estimated $100K.
  • Sysco made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #797 holding.
  • Perigon Wealth Management first reported a position in Sysco in Q4 2020 and has held it in 19 quarters since.
  • 562 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.