Belpointe Asset Management’s Synchrony SYF Stock Holding History

Belpointe Asset 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
2025 Q4	–	Sell	-4,012	Closed	-$285K	–	1103
2025 Q3	$285K	Buy	+4,012	New	+$291K	0.01%	813
2023 Q2	–	Sell	-3,787	Closed	-$110K	–	3062
2023 Q1	$110K	Sell	3,787 -824	-18%	-$27.7K	0.01%	1248
2022 Q4	$152K	Sell	4,611 -4	-0.1%	-$137	0.01%	1018
2022 Q3	$130K	Buy	+4,615	New	+$149K	0.01%	1027
2022 Q2	–	Sell	-29,767	Closed	-$1.04M	–	1260
2022 Q1	$1.04M	Buy	29,767 +4,149	+16%	+$174K	0.06%	320
2021 Q4	$1.19M	Sell	25,618 -14,325	-36%	-$689K	0.07%	274
2021 Q3	$1.95M	Buy	39,943 +14,018	+54%	+$681K	0.13%	163
2021 Q2	$1.26M	Sell	25,925 -16,166	-38%	-$737K	0.09%	242
2021 Q1	$1.71M	Buy	+42,091	New	+$1.62M	0.15%	153
2020 Q4	–	Sell	-19,278	Closed	-$505K	–	985
2020 Q3	$505K	Buy	+19,278	New	+$468K	0.06%	329
2020 Q1	–	Sell	-16,350	Closed	-$588K	–	771
2019 Q4	$588K	Buy	16,350 +2,676	+20%	+$95.8K	0.07%	288
2019 Q3	$466K	Buy	+13,674	New	+$469K	0.08%	298

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Belpointe Asset Management's SYF Position: Q4 2025 in Review

Belpointe Asset Management sold out of Synchrony (SYF) in Q4 2025, closing a stake of 4,012 shares — an estimated $285K sold.

Belpointe Asset Management first reported a position in SYF in Q3 2019 and held it in 12 quarters. The position peaked at $1.95M in Q3 2021. 993 funds tracked by Wall St. Rank hold SYF as of Q4 2025.

Belpointe Asset Management reported no remaining Synchrony position as of Q4 2025 after selling out during the quarter.
Belpointe Asset Management sold 4,012 Synchrony shares in Q4 2025, an estimated $285K.
Belpointe Asset Management first reported a position in Synchrony in Q3 2019 and held it in 12 quarters.
Belpointe Asset Management's Synchrony position peaked at $1.95M in Q3 2021.
993 funds tracked by Wall St. Rank held Synchrony as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.