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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Athena Investment Management's SYF Position: Q1 2026 in Review

Athena Investment Management increased its Synchrony (SYF) stake by 47% in Q1 2026, buying an estimated $131K and bringing the position to 5,608 shares worth $381K. The position accounts for 0.2% of the portfolio, ranked #105.

Athena Investment Management first reported a position in SYF in Q1 2024 and has held it in 8 quarters since. 962 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Athena Investment Management held 5,608 shares of Synchrony worth $381K as of Q1 2026.
Athena Investment Management bought 1,800 Synchrony shares in Q1 2026, an estimated $131K.
Synchrony made up 0.2% of Athena Investment Management's portfolio in Q1 2026, its #105 holding.
Athena Investment Management first reported a position in Synchrony in Q1 2024 and has held it in 8 quarters since.
962 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.