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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Aprio Wealth Management increased its Synchrony (SYF) stake by 64% in Q1 2026, buying an estimated $231K and bringing the position to 8,123 shares worth $553K. The position accounts for 0.03% of the portfolio, ranked #324.

Aprio Wealth Management first reported a position in SYF in Q2 2025 and has held it in 4 quarters since. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Aprio Wealth Management held 8,123 shares of Synchrony worth $553K as of Q1 2026.
  • Aprio Wealth Management bought 3,175 Synchrony shares in Q1 2026, an estimated $231K.
  • Synchrony made up 0.03% of Aprio Wealth Management's portfolio in Q1 2026, its #324 holding.
  • Aprio Wealth Management first reported a position in Synchrony in Q2 2025 and has held it in 4 quarters since.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.