RFP
SYY icon

Root Financial Partners’s Sysco SYY Stock Holding History

Root Financial Partners’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
Q1 		$102K Buy
1,433
+488
+52% +$40.3K ﹤0.01% 552
2025
Q4 		$69.6K Sell
945
-391
-29% -$29.7K ﹤0.01% 597
2025
Q3 		$110K Buy
+1,336
New +$107K 0.01% 420

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's SYY Position: Q1 2026 in Review

Root Financial Partners increased its Sysco (SYY) stake by 52% in Q1 2026, buying an estimated $40.3K and bringing the position to 1,433 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Root Financial Partners first reported a position in SYY in Q3 2025 and has held it in 3 quarters since. The position peaked at $110K in Q3 2025. 1,561 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Root Financial Partners held 1,433 shares of Sysco worth $102K as of Q1 2026.
  • Root Financial Partners bought 488 Sysco shares in Q1 2026, an estimated $40.3K.
  • Sysco made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #552 holding.
  • Root Financial Partners first reported a position in Sysco in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Sysco position peaked at $110K in Q3 2025.
  • 1,561 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.