Bogart Wealth LLC’s Synchrony SYF Stock Holding History

Bogart Wealth LLC’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	$22.3K	Buy	294 +154	+110%	+$11.3K	﹤0.01%	769
2026 Q1	$9.5K	Buy	140 +104	+289%	+$7.56K	﹤0.01%	917
2025 Q4	$2.97K	Hold	36	–	–	﹤0.01%	1108
2025 Q3	$2.53K	Buy	36 +7	+24%	+$507	﹤0.01%	1110
2025 Q2	$1.91K	Sell	29 -187	-87%	-$10.5K	﹤0.01%	1122
2025 Q1	$11.4K	Sell	216 -184	-46%	-$11.4K	﹤0.01%	717
2024 Q4	$26K	Buy	+400	New	+$24.5K	﹤0.01%	527
2024 Q1	–	Sell	-65	Closed	-$2.48K	–	1113
2023 Q4	$2.48K	Hold	65	–	–	﹤0.01%	867
2023 Q3	$1.99K	Hold	65	–	–	﹤0.01%	877
2023 Q2	$2.21K	Hold	65	–	–	﹤0.01%	866
2023 Q1	$1.89K	Sell	65 -25	-28%	-$840	﹤0.01%	911
2022 Q4	$2.96K	Buy	90 +25	+38%	+$856	﹤0.01%	751
2022 Q3	$2K	Hold	65	–	–	﹤0.01%	846
2022 Q2	$2K	Hold	65	–	–	﹤0.01%	793
2022 Q1	$2K	Hold	65	–	–	﹤0.01%	707
2021 Q4	$3K	Hold	65	–	–	﹤0.01%	628
2021 Q3	$3K	Hold	65	–	–	﹤0.01%	609
2021 Q2	$3K	Hold	65	–	–	﹤0.01%	580
2021 Q1	$3K	Hold	65	–	–	﹤0.01%	532
2020 Q4	$2K	Hold	65	–	–	﹤0.01%	414
2020 Q3	$1K	Hold	65	–	–	﹤0.01%	424
2020 Q2	$1K	Hold	65	–	–	﹤0.01%	436
2020 Q1	$1K	Hold	65	–	–	﹤0.01%	410
2019 Q4	$2K	Hold	65	–	–	﹤0.01%	371
2019 Q3	$2K	Sell	65 -54	-45%	-$1.85K	﹤0.01%	336
2019 Q2	$4K	Hold	119	–	–	﹤0.01%	292
2019 Q1	$3K	Hold	119	–	–	﹤0.01%	307
2018 Q4	$2K	Hold	119	–	–	﹤0.01%	319
2018 Q3	$4K	Hold	119	–	–	﹤0.01%	281
2018 Q2	$3K	Buy	+119	New	+$4.09K	﹤0.01%	307

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's SYF Position: Q2 2026 in Review

Bogart Wealth LLC increased its Synchrony (SYF) stake by 110% in Q2 2026, buying an estimated $11.3K and bringing the position to 294 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Bogart Wealth LLC first reported a position in SYF in Q2 2018 and has held it in 30 quarters since. The position peaked at $26K in Q4 2024. 1,007 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Bogart Wealth LLC held 294 shares of Synchrony worth $22.3K as of Q2 2026.
Bogart Wealth LLC bought 154 Synchrony shares in Q2 2026, an estimated $11.3K.
Synchrony made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #769 holding.
Bogart Wealth LLC first reported a position in Synchrony in Q2 2018 and has held it in 30 quarters since.
Bogart Wealth LLC's Synchrony position peaked at $26K in Q4 2024.
1,007 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.