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Beese Fulmer Investment Management’s Synchrony SYF Stock Holding History

Beese Fulmer Investment 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 		$1.07M Sell
14,057
-759
-5% -$55.7K 0.06% 155
2026
Q1 		$1.01M Buy
14,816
+665
+5% +$48.4K 0.06% 149
2025
Q4 		$1.18M Sell
14,151
-860
-6% -$65.7K 0.08% 134
2025
Q3 		$1.07M Buy
15,011
+5
+0% +$362 0.07% 138
2025
Q2 		$1M Sell
15,006
-504
-3% -$28.2K 0.07% 139
2025
Q1 		$821K Hold
15,510
– – 0.07% 128
2024
Q4 		$1.01M Sell
15,510
-447
-3% -$27.4K 0.09% 122
2024
Q3 		$796K Hold
15,957
– – 0.07% 129
2024
Q2 		$753K Hold
15,957
– – 0.07% 126
2024
Q1 		$688K Sell
15,957
-13
-0.1% -$518 0.06% 132
2023
Q4 		$610K Sell
15,970
-2,050
-11% -$64.9K 0.06% 137
2023
Q3 		$551K Sell
18,020
-505
-3% -$16.8K 0.06% 142
2023
Q2 		$628K Sell
18,525
-1,977
-10% -$60.4K 0.07% 140
2023
Q1 		$596K Sell
20,502
-1,275
-6% -$42.8K 0.07% 143
2022
Q4 		$716K Sell
21,777
-334
-2% -$11.4K 0.09% 132
2022
Q3 		$623K Sell
22,111
-765
-3% -$24.7K 0.08% 132
2022
Q2 		$632K Sell
22,876
-545
-2% -$18.9K 0.08% 133
2022
Q1 		$815K Sell
23,421
-197
-0.8% -$8.24K 0.09% 130
2021
Q4 		$1.1M Sell
23,618
-373
-2% -$17.9K 0.11% 118
2021
Q3 		$1.17M Sell
23,991
-500
-2% -$24.3K 0.13% 115
2021
Q2 		$1.19M Sell
24,491
-2,220
-8% -$101K 0.13% 114
2021
Q1 		$1.09M Sell
26,711
-1,120
-4% -$43.2K 0.13% 115
2020
Q4 		$966K Sell
27,831
-4,886
-15% -$147K 0.12% 116
2020
Q3 		$856K Sell
32,717
-9,100
-22% -$221K 0.12% 114
2020
Q2 		$927K Sell
41,817
-10,052
-19% -$196K 0.14% 107
2020
Q1 		$835K Sell
51,869
-2,140
-4% -$62.4K 0.15% 107
2019
Q4 		$1.95M Sell
54,009
-701
-1% -$25.1K 0.27% 91
2019
Q3 		$1.86M Sell
54,710
-977
-2% -$33.5K 0.28% 91
2019
Q2 		$1.93M Sell
55,687
-352
-0.6% -$11.9K 0.37% 73
2019
Q1 		$1.79M Sell
56,039
-3,126
-5% -$94K 0.35% 75
2018
Q4 		$1.39M Sell
59,165
-8,730
-13% -$236K 0.31% 76
2018
Q3 		$2.11M Sell
67,895
-382
-0.6% -$12.2K 0.41% 70
2018
Q2 		$2.28M Sell
68,277
-914
-1% -$31.4K 0.48% 66
2018
Q1 		$2.32M Sell
69,191
-1,909
-3% -$70.8K 0.51% 65
2017
Q4 		$2.75M Sell
71,100
-4,086
-5% -$140K 0.59% 64
2017
Q3 		$2.33M Sell
75,186
-674
-0.9% -$20.2K 0.53% 64
2017
Q2 		$2.26M Buy
75,860
+571
+0.8% +$16.9K 0.54% 65
2017
Q1 		$2.58M Buy
75,289
+3,244
+5% +$116K 0.63% 60
2016
Q4 		$2.61M Buy
72,045
+1,960
+3% +$62.6K 0.67% 57
2016
Q3 		$1.96M Buy
70,085
+5,779
+9% +$159K 0.53% 64
2016
Q2 		$1.63M Buy
64,306
+2,397
+4% +$69.8K 0.46% 67
2016
Q1 		$1.73M Buy
61,909
+576
+0.9% +$16K 0.51% 63
2015
Q4 		$1.86M Buy
+61,333
New +$1.92M 0.57% 60

Other funds holding SYF

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Beese Fulmer Investment Management's SYF Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Synchrony (SYF) stake by 5.1% in Q2 2026, selling an estimated $55.7K and leaving 14,057 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #155.

Beese Fulmer Investment Management first reported a position in SYF in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.75M in Q4 2017. 339 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Beese Fulmer Investment Management held 14,057 shares of Synchrony worth $1.07M as of Q2 2026.
  • Beese Fulmer Investment Management sold 759 Synchrony shares in Q2 2026, an estimated $55.7K.
  • Synchrony made up 0.06% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #155 holding.
  • Beese Fulmer Investment Management first reported a position in Synchrony in Q4 2015 and has held it in 43 quarters since.
  • Beese Fulmer Investment Management's Synchrony position peaked at $2.75M in Q4 2017.
  • 339 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.