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 Q2	$539K	Buy	7,089 +1,129	+19%	+$82.9K	﹤0.01%	1187
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

AE Wealth Management's SYF Position: Q2 2026 in Review

AE Wealth Management increased its Synchrony (SYF) stake by 19% in Q2 2026, buying an estimated $82.9K and bringing the position to 7,089 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

AE Wealth Management first reported a position in SYF in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2022. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

AE Wealth Management held 7,089 shares of Synchrony worth $539K as of Q2 2026.
AE Wealth Management bought 1,129 Synchrony shares in Q2 2026, an estimated $82.9K.
Synchrony made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1187 holding.
AE Wealth Management first reported a position in Synchrony in Q2 2021 and has held it in 11 quarters since.
AE Wealth Management's Synchrony position peaked at $1.05M in Q4 2022.
1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.