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Beacon Harbor Wealth Advisors’s Synchrony SYF Stock Holding History

Beacon Harbor 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
2025
Q1 		– Sell
-89,013
Closed -$5.79M – 92
2024
Q4 		$5.79M Buy
+89,013
New +$5.45M 1.35% 39

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Harbor Wealth Advisors's SYF Position: Q1 2025 in Review

Beacon Harbor Wealth Advisors sold out of Synchrony (SYF) in Q1 2025, closing a stake of 89,013 shares — an estimated $5.79M sold.

Beacon Harbor Wealth Advisors first reported a position in SYF in Q4 2024 and held it in 1 quarter. The position peaked at $5.79M in Q4 2024. 870 funds tracked by Wall St. Rank hold SYF as of Q1 2025.

  • Beacon Harbor Wealth Advisors reported no remaining Synchrony position as of Q1 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 89,013 Synchrony shares in Q1 2025, an estimated $5.79M.
  • Beacon Harbor Wealth Advisors first reported a position in Synchrony in Q4 2024 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Synchrony position peaked at $5.79M in Q4 2024.
  • 870 funds tracked by Wall St. Rank held Synchrony as of Q1 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2025, filed 12 May 2025.