Avion Wealth’s Synchrony SYF Stock Holding History

Avion 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 Q1	$11K	Buy	172 +24	+16%	+$1.75K	﹤0.01%	479
2025 Q4	$12K	Buy	148 +14	+10%	+$1.07K	﹤0.01%	451
2025 Q3	$9K	Sell	134 -4	-3%	-$290	﹤0.01%	517
2025 Q2	$9K	Buy	138 +38	+38%	+$2.12K	﹤0.01%	504
2025 Q1	$6K	Hold	100	–	–	﹤0.01%	514
2024 Q4	$6K	Buy	100 +7	+8%	+$429	﹤0.01%	513
2024 Q3	$4K	Buy	93 +10	+12%	+$484	﹤0.01%	583
2024 Q2	$3K	Buy	83 +24	+41%	+$1.04K	﹤0.01%	577
2024 Q1	$3K	Buy	59 +25	+74%	+$996	﹤0.01%	600
2023 Q4	$1K	Buy	34 +1	+3%	+$32	﹤0.01%	973
2023 Q3	$1K	Buy	+33	New	+$1.1K	﹤0.01%	734
2021 Q2	–	Sell	-763	Closed	-$31K	–	407
2021 Q1	$31K	Sell	763 -476	-38%	-$18.4K	0.01%	147
2020 Q4	$43K	Buy	+1,239	New	+$37.2K	0.01%	131

Other funds holding SYF

Capital World Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $761B AUM 31.28% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Dimensional Fund Advisors

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