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Callan Family Office’s Synchrony SYF Stock Holding History

Callan Family Office’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 		$715K Buy
9,397
+489
+5% +$35.9K 0.01% 696
2026
Q1 		$606K Buy
8,908
+1,688
+23% +$123K 0.01% 703
2025
Q4 		$602K Buy
7,220
+299
+4% +$22.9K 0.01% 716
2025
Q3 		$492K Sell
6,921
-177
-2% -$12.8K 0.02% 540
2025
Q2 		$474K Buy
+7,098
New +$397K 0.01% 609
2025
Q1 		– Sell
-4,145
Closed -$269K – 637
2024
Q4 		$269K Buy
+4,145
New +$254K 0.02% 508

Other funds holding SYF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
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

Callan Family Office's SYF Position: Q2 2026 in Review

Callan Family Office increased its Synchrony (SYF) stake by 5.5% in Q2 2026, buying an estimated $35.9K and bringing the position to 9,397 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #696.

Callan Family Office first reported a position in SYF in Q4 2024 and has held it in 6 quarters since. 1,007 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Callan Family Office held 9,397 shares of Synchrony worth $715K as of Q2 2026.
  • Callan Family Office bought 489 Synchrony shares in Q2 2026, an estimated $35.9K.
  • Synchrony made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #696 holding.
  • Callan Family Office first reported a position in Synchrony in Q4 2024 and has held it in 6 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.