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Sound Financial Strategies Group’s Sysco SYY Stock Holding History

Sound Financial Strategies Group’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 		$292K Buy
3,492
+239
+7% +$18.1K 0.19% 93
2026
Q1 		$232K Sell
3,253
-5,018
-61% -$415K 0.16% 106
2025
Q4 		$609K Sell
8,271
-862
-9% -$65.6K 0.43% 73
2025
Q3 		$752K Sell
9,133
-1,192
-12% -$95.3K 0.55% 52
2025
Q2 		$782K Buy
10,325
+297
+3% +$21.6K 0.66% 43
2025
Q1 		$753K Sell
10,028
-1,084
-10% -$79.5K 0.67% 46
2024
Q4 		$850K Buy
11,112
+1,595
+17% +$122K 0.71% 38
2024
Q3 		$743K Buy
9,517
+293
+3% +$22K 0.6% 53
2024
Q2 		$659K Buy
+9,224
New +$689K 0.57% 54
2023
Q1 		– Sell
-12,077
Closed -$923K – 79
2022
Q4 		$923K Buy
+12,077
New +$976K 0.67% 43
2022
Q3 		– Sell
-13,181
Closed -$1.12M – 47
2022
Q2 		$1.12M Buy
+13,181
New +$1.1M 0.88% 20
2022
Q1 		– Sell
-7,813
Closed -$614K – 104
2021
Q4 		$614K Sell
7,813
-146
-2% -$11.2K 0.31% 64
2021
Q3 		$625K Sell
7,959
-12
-0.2% -$915 0.31% 46
2021
Q2 		$620K Buy
7,971
+333
+4% +$26.9K 0.31% 51
2021
Q1 		$601K Buy
+7,638
New +$592K 0.31% 46
2020
Q4 		– Sell
-16,101
Closed -$1M – 104
2020
Q3 		$1M Sell
16,101
-253
-2% -$14.7K 0.64% 16
2020
Q2 		$894K Sell
16,354
-70
-0.4% -$3.68K 0.58% 18
2020
Q1 		$749K Sell
16,424
-13,246
-45% -$916K 0.51% 21
2019
Q4 		$2.54M Buy
+29,670
New +$2.4M 1.61% 10

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

Sound Financial Strategies Group's SYY Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Sysco (SYY) stake by 7.3% in Q2 2026, buying an estimated $18.1K and bringing the position to 3,492 shares worth $292K. The position accounts for 0.19% of the portfolio, ranked #93.

Sound Financial Strategies Group first reported a position in SYY in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.54M in Q4 2019. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Sound Financial Strategies Group held 3,492 shares of Sysco worth $292K as of Q2 2026.
  • Sound Financial Strategies Group bought 239 Sysco shares in Q2 2026, an estimated $18.1K.
  • Sysco made up 0.19% of Sound Financial Strategies Group's portfolio in Q2 2026, its #93 holding.
  • Sound Financial Strategies Group first reported a position in Sysco in Q4 2019 and has held it in 19 quarters since.
  • Sound Financial Strategies Group's Sysco position peaked at $2.54M in Q4 2019.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

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