AE Wealth Management’s Synchrony SYF Stock Holding History

AE 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
2026 Q1	$405K	Sell	5,960 -5	-0.1%	-$364	﹤0.01%	1215
2025 Q4	$498K	Buy	5,965 +2,572	+76%	+$197K	﹤0.01%	1052
2025 Q3	$241K	Buy	+3,393	New	+$246K	﹤0.01%	1301
2023 Q3	–	Sell	-15,150	Closed	-$514K	–	2067
2023 Q2	$514K	Buy	15,150 +4,261	+39%	+$130K	﹤0.01%	1382
2023 Q1	$317K	Sell	10,889 -20,924	-66%	-$703K	﹤0.01%	1529
2022 Q4	$1.05M	Buy	+31,813	New	+$1.09M	0.01%	964
2022 Q2	–	Sell	-6,886	Closed	-$240K	–	1836
2022 Q1	$240K	Buy	6,886 +660	+11%	+$27.6K	﹤0.01%	1515
2021 Q4	$289K	Buy	6,226 +105	+2%	+$5.05K	﹤0.01%	1462
2021 Q3	$299K	Sell	6,121 -531	-8%	-$25.8K	﹤0.01%	1362
2021 Q2	$323K	Buy	+6,652	New	+$303K	﹤0.01%	1314

Other funds holding SYF

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AE Wealth Management's SYF Position: Q1 2026 in Review

AE Wealth Management reduced its Synchrony (SYF) stake by 0.08% in Q1 2026, selling an estimated $364 and leaving 5,960 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

AE Wealth Management first reported a position in SYF in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2022. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

AE Wealth Management held 5,960 shares of Synchrony worth $405K as of Q1 2026.
AE Wealth Management sold 5 Synchrony shares in Q1 2026, an estimated $364.
Synchrony made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1215 holding.
AE Wealth Management first reported a position in Synchrony in Q2 2021 and has held it in 10 quarters since.
AE Wealth Management's Synchrony position peaked at $1.05M in Q4 2022.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.