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Summit Financial’s Sysco SYY Stock Holding History

Summit 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 		$1.12M Buy
13,405
+1,792
+15% +$136K 0.01% 810
2026
Q1 		$828K Sell
11,613
-209
-2% -$17.3K 0.01% 835
2025
Q4 		$871K Buy
11,822
+1,207
+11% +$91.8K 0.01% 709
2025
Q3 		$874K Buy
10,615
+206
+2% +$16.5K 0.01% 696
2025
Q2 		$788K Buy
10,409
+1,743
+20% +$127K 0.02% 465
2025
Q1 		$650K Sell
8,666
-122
-1% -$8.94K 0.02% 452
2024
Q4 		$672K Buy
8,788
+5,492
+167% +$420K 0.02% 391
2024
Q3 		$257K Sell
3,296
-178
-5% -$13.4K 0.01% 480
2024
Q2 		$248K Buy
+3,474
New +$260K 0.01% 447

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

Summit Financial's SYY Position: Q2 2026 in Review

Summit Financial increased its Sysco (SYY) stake by 15% in Q2 2026, buying an estimated $136K and bringing the position to 13,405 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #810.

Summit Financial first reported a position in SYY in Q2 2024 and has held it in 9 quarters since. 1,637 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Summit Financial held 13,405 shares of Sysco worth $1.12M as of Q2 2026.
  • Summit Financial bought 1,792 Sysco shares in Q2 2026, an estimated $136K.
  • Sysco made up 0.01% of Summit Financial's portfolio in Q2 2026, its #810 holding.
  • Summit Financial first reported a position in Sysco in Q2 2024 and has held it in 9 quarters since.
  • 1,637 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.