Aprio Wealth Management
SYF icon

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
Q3 		$649K Buy
9,145
+623
+7% +$47.4K 0.03% 342
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Aprio Wealth Management's SYF Position: Q3 2026 in Review

Aprio Wealth Management increased its Synchrony (SYF) stake by 7.3% in Q3 2026, buying an estimated $47.4K and bringing the position to 9,145 shares worth $649K. The position accounts for 0.03% of the portfolio, ranked #342.

Aprio Wealth Management first reported a position in SYF in Q2 2025 and has held it in 6 quarters since. 431 funds tracked by Wall St. Rank hold SYF as of Q3 2026.

  • Aprio Wealth Management held 9,145 shares of Synchrony worth $649K as of Q3 2026.
  • Aprio Wealth Management bought 623 Synchrony shares in Q3 2026, an estimated $47.4K.
  • Synchrony made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #342 holding.
  • Aprio Wealth Management first reported a position in Synchrony in Q2 2025 and has held it in 6 quarters since.
  • 431 funds tracked by Wall St. Rank held Synchrony as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.