BWM Planning’s Synchrony SYF Stock Holding History

BWM Planning’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 Q1	–	Sell	-2,583	Closed	-$216K	–	95
2025 Q4	$216K	Buy	+2,583	New	+$197K	0.06%	88

Other funds holding SYF

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

BWM Planning's SYF Position: Q1 2026 in Review

BWM Planning sold out of Synchrony (SYF) in Q1 2026, closing a stake of 2,583 shares — an estimated $216K sold.

BWM Planning first reported a position in SYF in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

BWM Planning reported no remaining Synchrony position as of Q1 2026 after selling out during the quarter.
BWM Planning sold 2,583 Synchrony shares in Q1 2026, an estimated $216K.
BWM Planning first reported a position in Synchrony in Q4 2025 and held it in 1 quarter.
BWM Planning's Synchrony position peaked at $216K in Q4 2025.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.