SW
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SlateStone Wealth’s Sysco SYY Stock Holding History

SlateStone Wealth’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 		$1M Buy
12,010
+200
+2% +$15.1K 0.08% 167
2026
Q1 		$842K Buy
11,810
+975
+9% +$80.6K 0.07% 176
2025
Q4 		$798K Buy
10,835
+465
+4% +$35.4K 0.07% 182
2025
Q3 		$854K Hold
10,370
– – 0.07% 171
2025
Q2 		$785K Sell
10,370
-50
-0.5% -$3.63K 0.07% 171
2025
Q1 		$782K Hold
10,420
– – 0.08% 167
2024
Q4 		$797K Buy
10,420
+400
+4% +$30.6K 0.08% 171
2024
Q3 		$782K Hold
10,020
– – 0.07% 177
2024
Q2 		$715K Sell
10,020
-16
-0.2% -$1.2K 0.08% 177
2024
Q1 		$815K Buy
+10,036
New +$791K 0.08% 163

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

SlateStone Wealth's SYY Position: Q2 2026 in Review

SlateStone Wealth increased its Sysco (SYY) stake by 1.7% in Q2 2026, buying an estimated $15.1K and bringing the position to 12,010 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #167.

SlateStone Wealth first reported a position in SYY in Q1 2024 and has held it in 10 quarters since. 440 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • SlateStone Wealth held 12,010 shares of Sysco worth $1M as of Q2 2026.
  • SlateStone Wealth bought 200 Sysco shares in Q2 2026, an estimated $15.1K.
  • Sysco made up 0.08% of SlateStone Wealth's portfolio in Q2 2026, its #167 holding.
  • SlateStone Wealth first reported a position in Sysco in Q1 2024 and has held it in 10 quarters since.
  • 440 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.