Allworth Financial’s Synaptics SYNA Stock Holding History

Allworth Financial’s Portfolio SYNA Stock Details SYNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.3K	Buy	232 +12	+5%	+$974	﹤0.01%	3144
2025 Q4	$16.3K	Buy	220 +17	+8%	+$1.19K	﹤0.01%	2942
2025 Q3	$13.9K	Buy	203 +28	+16%	+$1.9K	﹤0.01%	2933
2025 Q2	$11.3K	Buy	175 +6	+4%	+$353	﹤0.01%	2832
2025 Q1	$9.49K	Buy	169 +94	+125%	+$6.81K	﹤0.01%	2447
2024 Q4	$6.26K	Buy	75 +22	+42%	+$1.67K	﹤0.01%	2651
2024 Q3	$4.11K	Sell	53 -12	-18%	-$962	﹤0.01%	2656
2024 Q2	$5.75K	Sell	65 -58	-47%	-$5.25K	﹤0.01%	2460
2024 Q1	$12K	Sell	123 -1	-0.8%	-$105	﹤0.01%	2033
2023 Q4	$14.1K	Buy	124 +49	+65%	+$4.86K	﹤0.01%	1837
2023 Q3	$6.71K	Buy	75 +73	+3,650%	+$6.41K	﹤0.01%	1991
2023 Q2	$171	Hold	2	–	–	﹤0.01%	3127
2023 Q1	$223	Sell	2 -9	-82%	-$1.04K	﹤0.01%	2990
2022 Q4	$1.05K	Sell	11 -3	-21%	-$288	﹤0.01%	2454
2022 Q3	$1K	Buy	14 +12	+600%	+$1.49K	﹤0.01%	2510
2022 Q2	$0	Sell	2 -52	-96%	-$7.62K	﹤0.01%	2800
2022 Q1	$11K	Buy	+54	New	+$12K	﹤0.01%	1468

Other funds holding SYNA

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

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