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Caliber Wealth Management (Kansas)’s Synchrony SYF Stock Holding History

Caliber Wealth Management (Kansas)’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 		$360K Buy
4,728
+1,438
+44% +$106K 0.03% 219
2026
Q1 		$224K Buy
3,290
+455
+16% +$33.1K 0.02% 250
2025
Q4 		$237K Buy
+2,835
New +$217K 0.03% 239

Other funds holding SYF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s SYF Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Synchrony (SYF) stake by 44% in Q2 2026, buying an estimated $106K and bringing the position to 4,728 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #219.

Caliber Wealth Management (Kansas) first reported a position in SYF in Q4 2025 and has held it in 3 quarters since. 545 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 4,728 shares of Synchrony worth $360K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 1,438 Synchrony shares in Q2 2026, an estimated $106K.
  • Synchrony made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #219 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Synchrony in Q4 2025 and has held it in 3 quarters since.
  • 545 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.