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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
Q2 		$203K Buy
2,428
+995
+69% +$75.3K 0.01% 397
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 $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

Root Financial Partners's SYY Position: Q2 2026 in Review

Root Financial Partners increased its Sysco (SYY) stake by 69% in Q2 2026, buying an estimated $75.3K and bringing the position to 2,428 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #397.

Root Financial Partners first reported a position in SYY in Q3 2025 and has held it in 4 quarters since. 1,635 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Root Financial Partners held 2,428 shares of Sysco worth $203K as of Q2 2026.
  • Root Financial Partners bought 995 Sysco shares in Q2 2026, an estimated $75.3K.
  • Sysco made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #397 holding.
  • Root Financial Partners first reported a position in Sysco in Q3 2025 and has held it in 4 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.