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Beaird Harris Wealth Management’s Synchrony SYF Stock Holding History

Beaird Harris 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
Q2 		$3.04K Hold
40
– – ﹤0.01% 490
2026
Q1 		$2.72K Hold
40
– – ﹤0.01% 466
2025
Q4 		$3.34K Hold
40
– – ﹤0.01% 477
2025
Q3 		$2.84K Hold
40
– – ﹤0.01% 483
2025
Q2 		$2.67K Buy
+40
New +$2.24K ﹤0.01% 473
2023
Q1 		– Sell
-92
Closed -$3.02K – 716
2022
Q4 		$3.02K Buy
+92
New +$3.15K ﹤0.01% 510

Other funds holding SYF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Beaird Harris Wealth Management's SYF Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Synchrony (SYF) position steady in Q2 2026 at 40 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Beaird Harris Wealth Management first reported a position in SYF in Q4 2022 and has held it in 6 quarters since. The position peaked at $3.34K in Q4 2025. 130 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Beaird Harris Wealth Management held 40 shares of Synchrony worth $3.04K as of Q2 2026.
  • Beaird Harris Wealth Management left its Synchrony share count unchanged in Q2 2026.
  • Synchrony made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #490 holding.
  • Beaird Harris Wealth Management first reported a position in Synchrony in Q4 2022 and has held it in 6 quarters since.
  • Beaird Harris Wealth Management's Synchrony position peaked at $3.34K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.