Beacon Pointe Advisors’s Synchrony SYF Stock Holding History

Beacon Pointe 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 Q1	$405K	Buy	5,954 +2,973	+100%	+$216K	﹤0.01%	1385
2025 Q4	$249K	Buy	+2,981	New	+$228K	﹤0.01%	1349
2024 Q4	–	Sell	-4,412	Closed	-$220K	–	1276
2024 Q3	$220K	Sell	4,412 -72	-2%	-$3.48K	﹤0.01%	1128
2024 Q2	$212K	Buy	+4,484	New	+$195K	﹤0.01%	1176
2022 Q2	–	Sell	-7,076	Closed	-$246K	–	1208
2022 Q1	$246K	Sell	7,076 -323	-4%	-$13.5K	﹤0.01%	1050
2021 Q4	$343K	Sell	7,399 -1,048	-12%	-$50.4K	0.01%	683
2021 Q3	$413K	Buy	8,447 +2,660	+46%	+$129K	0.01%	594
2021 Q2	$281K	Buy	+5,787	New	+$264K	0.01%	682

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

Beacon Pointe Advisors's SYF Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Synchrony (SYF) stake by 100% in Q1 2026, buying an estimated $216K and bringing the position to 5,954 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Beacon Pointe Advisors first reported a position in SYF in Q2 2021 and has held it in 8 quarters since. The position peaked at $413K in Q3 2021. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Beacon Pointe Advisors held 5,954 shares of Synchrony worth $405K as of Q1 2026.
Beacon Pointe Advisors bought 2,973 Synchrony shares in Q1 2026, an estimated $216K.
Synchrony made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1385 holding.
Beacon Pointe Advisors first reported a position in Synchrony in Q2 2021 and has held it in 8 quarters since.
Beacon Pointe Advisors's Synchrony position peaked at $413K in Q3 2021.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.