Balboa Wealth Partners’s Synchrony SYF Stock Holding History

Balboa Wealth Partners’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	-3,419	Closed	-$222K	–	366
2024 Q4	$222K	Buy	+3,419	New	+$209K	0.05%	261

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balboa Wealth Partners's SYF Position: Q1 2025 in Review

Balboa Wealth Partners sold out of Synchrony (SYF) in Q1 2025, closing a stake of 3,419 shares — an estimated $222K sold.

Balboa Wealth Partners first reported a position in SYF in Q4 2024 and held it in 1 quarter. The position peaked at $222K in Q4 2024. 870 funds tracked by Wall St. Rank hold SYF as of Q1 2025.

Balboa Wealth Partners reported no remaining Synchrony position as of Q1 2025 after selling out during the quarter.
Balboa Wealth Partners sold 3,419 Synchrony shares in Q1 2025, an estimated $222K.
Balboa Wealth Partners first reported a position in Synchrony in Q4 2024 and held it in 1 quarter.
Balboa Wealth Partners's Synchrony position peaked at $222K in Q4 2024.
870 funds tracked by Wall St. Rank held Synchrony as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.