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Roxbury Financial’s Sysco SYY Stock Holding History

Roxbury 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 		$12.6K Hold
150
– – 0.01% 307
2026
Q1 		$10.7K Buy
150
+1
+0.7% +$83 0.01% 299
2025
Q4 		$11K Buy
149
+1
+0.7% +$76 0.01% 292
2025
Q3 		$12.2K Buy
148
+1
+0.7% +$80 0.01% 278
2025
Q2 		$11.2K Buy
147
+1
+0.7% +$73 0.01% 278
2025
Q1 		$11K Buy
146
+1
+0.7% +$73 0.01% 273
2024
Q4 		$11.2K Buy
+145
New +$11.1K 0.01% 295

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Roxbury Financial's SYY Position: Q2 2026 in Review

Roxbury Financial held its Sysco (SYY) position steady in Q2 2026 at 150 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #307.

Roxbury Financial first reported a position in SYY in Q4 2024 and has held it in 7 quarters since. 466 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Roxbury Financial held 150 shares of Sysco worth $12.6K as of Q2 2026.
  • Roxbury Financial left its Sysco share count unchanged in Q2 2026.
  • Sysco made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #307 holding.
  • Roxbury Financial first reported a position in Sysco in Q4 2024 and has held it in 7 quarters since.
  • 466 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.