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Accredited Wealth Management’s Synchrony SYF Stock Holding History

Accredited Wealth Management’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
2025
Q3 		– Sell
-591
Closed -$39.4K – 392
2025
Q2 		$39.4K Hold
591
– – 0.03% 153
2025
Q1 		$31.3K Hold
591
– – 0.03% 155
2024
Q4 		$38.4K Buy
+591
New +$36.2K 0.03% 155

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accredited Wealth Management's SYF Position: Q3 2025 in Review

Accredited Wealth Management sold out of Synchrony (SYF) in Q3 2025, closing a stake of 591 shares — an estimated $39.4K sold.

Accredited Wealth Management first reported a position in SYF in Q4 2024 and held it in 3 quarters. The position peaked at $39.4K in Q2 2025. 926 funds tracked by Wall St. Rank hold SYF as of Q3 2025.

  • Accredited Wealth Management reported no remaining Synchrony position as of Q3 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 591 Synchrony shares in Q3 2025, an estimated $39.4K.
  • Accredited Wealth Management first reported a position in Synchrony in Q4 2024 and held it in 3 quarters.
  • Accredited Wealth Management's Synchrony position peaked at $39.4K in Q2 2025.
  • 926 funds tracked by Wall St. Rank held Synchrony as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.