AWM
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Aprio Wealth Management’s Synchrony SYF Stock Holding History

Aprio 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 		$648K Buy
8,522
+399
+5% +$29.3K 0.03% 325
2026
Q1 		$553K Buy
8,123
+3,175
+64% +$231K 0.03% 324
2025
Q4 		$413K Buy
4,948
+441
+10% +$33.7K 0.02% 353
2025
Q3 		$320K Buy
4,507
+285
+7% +$20.6K 0.03% 314
2025
Q2 		$282K Buy
+4,222
New +$236K 0.03% 307

Other funds holding SYF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
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

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

Aprio Wealth Management increased its Synchrony (SYF) stake by 4.9% in Q2 2026, buying an estimated $29.3K and bringing the position to 8,522 shares worth $648K. The position accounts for 0.03% of the portfolio, ranked #325.

Aprio Wealth Management first reported a position in SYF in Q2 2025 and has held it in 5 quarters since. 1,006 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Aprio Wealth Management held 8,522 shares of Synchrony worth $648K as of Q2 2026.
  • Aprio Wealth Management bought 399 Synchrony shares in Q2 2026, an estimated $29.3K.
  • Synchrony made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Aprio Wealth Management first reported a position in Synchrony in Q2 2025 and has held it in 5 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.