Superior Planning, LLC’s Synchrony SYF Stock Holding History

Superior Planning, LLC’s Portfolio SYF Stock Details SYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$21.3K	Buy	+300	New	+$22.8K	0.01%	673

Other funds holding SYF

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's SYF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Synchrony (SYF) in Q3 2026: 300 shares worth $21.3K. The stake represents 0.01% of the portfolio and ranks #673 among its holdings.

695 funds tracked by Wall St. Rank hold SYF as of Q3 2026.

Superior Planning, LLC held 300 shares of Synchrony worth $21.3K as of Q3 2026.
Synchrony was a new Superior Planning, LLC position in Q3 2026.
Synchrony made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #673 holding.
695 funds tracked by Wall St. Rank held Synchrony as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.