BRWA
SYF icon

B. Riley Wealth Advisors’s Synchrony SYF Stock Holding History

B. Riley Wealth Advisors’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 		$661K Buy
8,436
+232
+3% +$17K 0.04% 402
2026
Q1 		$542K Sell
8,204
-320
-4% -$23.3K 0.03% 425
2025
Q4 		$711K Sell
8,524
-15
-0.2% -$1.15K 0.03% 421
2025
Q3 		$607K Buy
8,539
+285
+3% +$20.6K 0.03% 473
2025
Q2 		$551K Buy
+8,254
New +$461K 0.03% 500
2024
Q4 		$988K Buy
15,194
+475
+3% +$29.1K 0.03% 453
2024
Q3 		$733K Buy
14,719
+1,398
+10% +$67.6K 0.02% 599
2024
Q2 		$629K Buy
13,321
+2,349
+21% +$102K 0.02% 709
2024
Q1 		$335K Sell
10,972
-900
-8% -$35.8K 0.01% 990
2023
Q4 		$453K Buy
11,872
+900
+8% +$28.5K 0.01% 859
2023
Q3 		$335K Sell
10,972
-524
-5% -$17.4K 0.01% 990
2023
Q2 		$390K Sell
11,496
-266
-2% -$8.12K 0.01% 986
2023
Q1 		$342K Sell
11,762
-5,511
-32% -$185K 0.01% 1001
2022
Q4 		$568K Sell
17,273
-784
-4% -$26.9K 0.02% 742
2022
Q3 		$510K Buy
18,057
+559
+3% +$18K 0.02% 753
2022
Q2 		$485K Sell
17,498
-461
-3% -$16K 0.02% 671
2022
Q1 		$626K Buy
17,959
+5,147
+40% +$215K 0.02% 642
2021
Q4 		$596K Buy
12,812
+304
+2% +$14.6K 0.02% 724
2021
Q3 		$612K Buy
12,508
+343
+3% +$16.7K 0.02% 692
2021
Q2 		$575K Buy
12,165
+134
+1% +$6.11K 0.02% 699
2021
Q1 		$478K Buy
12,031
+2,381
+25% +$91.8K 0.02% 752
2020
Q4 		$335K Buy
+9,650
New +$290K 0.02% 699
2020
Q1 		– Sell
-5,885
Closed -$212K – 893
2019
Q4 		$212K Sell
5,885
-29
-0.5% -$1.04K 0.02% 735
2019
Q3 		$202K Buy
+5,914
New +$203K 0.02% 730
2015
Q1 		– Sell
-271
Closed -$8 – 1818
2014
Q4 		$8 Buy
+271
New +$7.51K ﹤0.01% 2986

Other funds holding SYF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

B. Riley Wealth Advisors's SYF Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Synchrony (SYF) stake by 2.8% in Q2 2026, buying an estimated $17K and bringing the position to 8,436 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #402.

B. Riley Wealth Advisors first reported a position in SYF in Q4 2014 and has held it in 25 quarters since. The position peaked at $988K in Q4 2024. 153 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • B. Riley Wealth Advisors held 8,436 shares of Synchrony worth $661K as of Q2 2026.
  • B. Riley Wealth Advisors bought 232 Synchrony shares in Q2 2026, an estimated $17K.
  • Synchrony made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #402 holding.
  • B. Riley Wealth Advisors first reported a position in Synchrony in Q4 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Advisors's Synchrony position peaked at $988K in Q4 2024.
  • 153 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.