Blue Bell Private Wealth Management’s Synchrony SYF Stock Holding History

Blue Bell Private 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	$49.8K	Hold	655	–	–	0.01%	425
2026 Q1	$44.6K	Hold	655	–	–	0.01%	423
2025 Q4	$54.6K	Hold	655	–	–	0.01%	400
2025 Q3	$46.5K	Hold	655	–	–	0.01%	407
2025 Q2	$43.7K	Hold	655	–	–	0.01%	406
2025 Q1	$34.7K	Buy	655 +31	+5%	+$1.92K	0.01%	415
2024 Q4	$40.6K	Buy	624 +1	+0.2%	+$61	0.01%	383
2024 Q3	$31.1K	Buy	623 +51	+9%	+$2.47K	0.01%	423
2024 Q2	$27K	Hold	572	–	–	0.01%	429
2024 Q1	$24.7K	Hold	572	–	–	0.01%	441
2023 Q4	$21.8K	Hold	572	–	–	0.01%	421
2023 Q3	$17.5K	Hold	572	–	–	﹤0.01%	372
2023 Q2	$19.4K	Hold	572	–	–	0.01%	354
2023 Q1	$16.6K	Hold	572	–	–	0.01%	335
2022 Q4	$18.8K	Hold	572	–	–	0.01%	320
2022 Q3	$16K	Sell	572 -4	-0.7%	-$129	0.01%	327
2022 Q2	$16K	Buy	576 +4	+0.7%	+$139	0.01%	340
2022 Q1	$20K	Sell	572 -81	-12%	-$3.39K	0.01%	328
2021 Q4	$30K	Buy	+653	New	+$31.4K	0.01%	258

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

Blue Bell Private Wealth Management's SYF Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Synchrony (SYF) position steady in Q2 2026 at 655 shares worth $49.8K. The position accounts for 0.01% of the portfolio, ranked #425.

Blue Bell Private Wealth Management first reported a position in SYF in Q4 2021 and has held it in 19 quarters since. The position peaked at $54.6K in Q4 2025. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Blue Bell Private Wealth Management held 655 shares of Synchrony worth $49.8K as of Q2 2026.
Blue Bell Private Wealth Management left its Synchrony share count unchanged in Q2 2026.
Synchrony made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #425 holding.
Blue Bell Private Wealth Management first reported a position in Synchrony in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Synchrony position peaked at $54.6K in Q4 2025.
998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.