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PlanVest Financial’s Sysco SYY Stock Holding History

PlanVest Financial’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 		$51K Hold
610
– – 0.03% 218
2026
Q1 		$43.5K Buy
+610
New +$50.4K 0.03% 224

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

PlanVest Financial's SYY Position: Q2 2026 in Review

PlanVest Financial held its Sysco (SYY) position steady in Q2 2026 at 610 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #218.

PlanVest Financial first reported a position in SYY in Q1 2026 and has held it in 2 quarters since. 1,600 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • PlanVest Financial held 610 shares of Sysco worth $51K as of Q2 2026.
  • PlanVest Financial left its Sysco share count unchanged in Q2 2026.
  • Sysco made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #218 holding.
  • PlanVest Financial first reported a position in Sysco in Q1 2026 and has held it in 2 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.