Bank of Montreal’s Synchrony SYF Stock Holding History

Bank of Montreal’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
2024 Q3	–	Sell	-35,000	Closed	-$1.65M	–	4222
2024 Q2	$1.65M	Buy	+35,000	New	+$1.52M	﹤0.01%	1754
2023 Q3	–	Sell	-35,000	Closed	-$1.19M	–	4216
2023 Q2	$1.19M	Buy	+35,000	New	+$1.07M	﹤0.01%	2086
2017 Q3	–	Sell	-306,300	Closed	-$9.13M	–	4318
2017 Q2	$9.13M	Buy	306,300 +103,300	+51%	+$3.06M	0.01%	886
2017 Q1	$6.96M	Buy	+203,000	New	+$7.28M	0.01%	944

Other funds holding SYF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCM

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

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

Bank of Montreal's SYF Position: Q1 2026 in Review

Bank of Montreal reduced its Synchrony (SYF) stake by 19% in Q1 2026, selling an estimated $3.7M and leaving 219,974 shares worth $15M. The position accounts for 0.01% of the portfolio, ranked #953.

Bank of Montreal first reported a position in SYF in Q3 2014 and has held it in 47 quarters since. The position peaked at $213M in Q4 2017. 965 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Bank of Montreal held 219,974 shares of Synchrony worth $15M as of Q1 2026.
Bank of Montreal sold 50,884 Synchrony shares in Q1 2026, an estimated $3.7M.
Synchrony made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #953 holding.
Bank of Montreal first reported a position in Synchrony in Q3 2014 and has held it in 47 quarters since.
Bank of Montreal's Synchrony position peaked at $213M in Q4 2017.
965 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.