Bartlett & Co Wealth Management’s Synchrony SYF Stock Holding History

Bartlett & Co Wealth Management’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	$414K	Hold	5,574	–	–	0.01%	364
2025 Q4	$465K	Hold	5,574	–	–	0.01%	339
2025 Q3	$396K	Sell	5,574 -3,506	-39%	-$254K	0.01%	363
2025 Q2	$606K	Buy	9,080 +8	+0.1%	+$447	0.01%	310
2025 Q1	$480K	Buy	9,072 +3,002	+49%	+$186K	0.01%	336
2024 Q4	$395K	Hold	6,070	–	–	0.01%	352
2024 Q3	$303K	Hold	6,070	–	–	﹤0.01%	397
2024 Q2	$286K	Hold	6,070	–	–	﹤0.01%	404
2024 Q1	$262K	Sell	6,070 -93	-2%	-$3.7K	﹤0.01%	420
2023 Q4	$236K	Sell	6,163 -3,110	-34%	-$98.4K	﹤0.01%	448
2023 Q3	$283K	Buy	9,273 +2,111	+29%	+$70.3K	0.01%	405
2023 Q2	$243K	Hold	7,162	–	–	﹤0.01%	429
2023 Q1	$208K	Sell	7,162 -2	-0%	-$67	﹤0.01%	378
2022 Q4	$235K	Sell	7,164 -536	-7%	-$18.4K	﹤0.01%	361
2022 Q3	$217K	Hold	7,700	–	–	﹤0.01%	360
2022 Q2	$213K	Hold	7,700	–	–	﹤0.01%	363
2022 Q1	$268K	Hold	7,700	–	–	﹤0.01%	355
2021 Q4	$357K	Hold	7,700	–	–	0.01%	334
2021 Q3	$376K	Buy	7,700 +2,984	+63%	+$145K	0.01%	282
2021 Q2	$229K	Hold	4,716	–	–	﹤0.01%	321
2021 Q1	$192K	Sell	4,716 -7	-0.1%	-$270	﹤0.01%	334
2020 Q4	$164K	Buy	4,723 +23	+0.5%	+$691	﹤0.01%	346
2020 Q3	$123K	Hold	4,700	–	–	﹤0.01%	360
2020 Q2	$104K	Hold	4,700	–	–	﹤0.01%	375
2020 Q1	$75.6K	Hold	4,700	–	–	﹤0.01%	401
2019 Q4	$169K	Hold	4,700	–	–	﹤0.01%	354
2019 Q3	$160K	Sell	4,700 -2	-0%	-$69	﹤0.01%	349
2019 Q2	$163K	Buy	4,702 +2	+0%	+$68	0.01%	272
2019 Q1	$150K	Hold	4,700	–	–	0.01%	274
2018 Q4	$110K	Hold	4,700	–	–	﹤0.01%	300
2018 Q3	$146K	Hold	4,700	–	–	0.01%	289
2018 Q2	$157K	Hold	4,700	–	–	0.01%	275
2018 Q1	$158K	Buy	+4,700	New	+$174K	0.01%	273

Other funds holding SYF

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bartlett & Co Wealth Management's SYF Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Synchrony (SYF) position steady in Q1 2026 at 5,574 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #364.

Bartlett & Co Wealth Management first reported a position in SYF in Q1 2018 and has held it in 33 quarters since. The position peaked at $606K in Q2 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Bartlett & Co Wealth Management held 5,574 shares of Synchrony worth $414K as of Q1 2026.
Bartlett & Co Wealth Management left its Synchrony share count unchanged in Q1 2026.
Synchrony made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #364 holding.
Bartlett & Co Wealth Management first reported a position in Synchrony in Q1 2018 and has held it in 33 quarters since.
Bartlett & Co Wealth Management's Synchrony position peaked at $606K in Q2 2025.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.