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Atria Wealth Solutions’s Synchrony SYF Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-3,202
Closed -$208K – 2069
2024
Q4 		$208K Buy
+3,202
New +$196K ﹤0.01% 1811
2022
Q2 		– Sell
-9,445
Closed -$329K – 1879
2022
Q1 		$329K Buy
+9,445
New +$395K 0.01% 1269

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's SYF Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Synchrony (SYF) in Q1 2025, closing a stake of 3,202 shares — an estimated $208K sold.

Atria Wealth Solutions first reported a position in SYF in Q1 2022 and held it in 2 quarters. The position peaked at $329K in Q1 2022. 873 funds tracked by Wall St. Rank hold SYF as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Synchrony position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,202 Synchrony shares in Q1 2025, an estimated $208K.
  • Atria Wealth Solutions first reported a position in Synchrony in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Synchrony position peaked at $329K in Q1 2022.
  • 873 funds tracked by Wall St. Rank held Synchrony as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.