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 Q2	$549K	Buy	7,213 +1,259	+21%	+$92.5K	﹤0.01%	1298
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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Beacon Pointe Advisors's SYF Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Synchrony (SYF) stake by 21% in Q2 2026, buying an estimated $92.5K and bringing the position to 7,213 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Beacon Pointe Advisors first reported a position in SYF in Q2 2021 and has held it in 9 quarters since. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Beacon Pointe Advisors held 7,213 shares of Synchrony worth $549K as of Q2 2026.
Beacon Pointe Advisors bought 1,259 Synchrony shares in Q2 2026, an estimated $92.5K.
Synchrony made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1298 holding.
Beacon Pointe Advisors first reported a position in Synchrony in Q2 2021 and has held it in 9 quarters since.
1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.