Athena Investment Management’s Synchrony SYF Stock Holding History

Athena Investment 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	$425K	Sell	5,594 -14	-0.2%	-$1.03K	0.25%	88
2026 Q1	$381K	Buy	5,608 +1,800	+47%	+$131K	0.2%	105
2025 Q4	$318K	Sell	3,808 -594	-13%	-$45.4K	0.16%	114
2025 Q3	$313K	Sell	4,402 -400	-8%	-$29K	0.16%	118
2025 Q2	$320K	Sell	4,802 -685	-12%	-$38.3K	0.18%	114
2025 Q1	$290K	Buy	5,487 +2,039	+59%	+$126K	0.18%	117
2024 Q4	$224K	Buy	+3,448	New	+$211K	0.13%	143
2024 Q3	–	Sell	-4,501	Closed	-$212K	–	152
2024 Q2	$212K	Sell	4,501 -1,771	-28%	-$76.9K	0.13%	141
2024 Q1	$270K	Buy	+6,272	New	+$250K	0.16%	125

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

Athena Investment Management's SYF Position: Q2 2026 in Review

Athena Investment Management reduced its Synchrony (SYF) stake by 0.25% in Q2 2026, selling an estimated $1.03K and leaving 5,594 shares worth $425K. The position accounts for 0.25% of the portfolio, ranked #88.

Athena Investment Management first reported a position in SYF in Q1 2024 and has held it in 9 quarters since. 1,006 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Athena Investment Management held 5,594 shares of Synchrony worth $425K as of Q2 2026.
Athena Investment Management sold 14 Synchrony shares in Q2 2026, an estimated $1.03K.
Synchrony made up 0.25% of Athena Investment Management's portfolio in Q2 2026, its #88 holding.
Athena Investment Management first reported a position in Synchrony in Q1 2024 and has held it in 9 quarters since.
1,006 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.