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Atlantic Private Wealth’s Synchrony SYF Stock Holding History

Atlantic Private Wealth’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 		$1.52K Hold
20
– – ﹤0.01% 217
2026
Q1 		$1.36K Hold
20
– – ﹤0.01% 226
2025
Q4 		$1.67K Buy
+20
New +$1.53K ﹤0.01% 231

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

Atlantic Private Wealth's SYF Position: Q2 2026 in Review

Atlantic Private Wealth held its Synchrony (SYF) position steady in Q2 2026 at 20 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Atlantic Private Wealth first reported a position in SYF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.67K in Q4 2025. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Atlantic Private Wealth held 20 shares of Synchrony worth $1.52K as of Q2 2026.
  • Atlantic Private Wealth left its Synchrony share count unchanged in Q2 2026.
  • Synchrony made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #217 holding.
  • Atlantic Private Wealth first reported a position in Synchrony in Q4 2025 and has held it in 3 quarters since.
  • Atlantic Private Wealth's Synchrony position peaked at $1.67K in Q4 2025.
  • 1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.