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Cape Investment Advisory’s Synchrony SYF Stock Holding History

Cape Investment Advisory’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 		$39.9K Buy
+525
New +$38.6K 0.01% 555
2026
Q1 		– Sell
-493
Closed -$41.1K – 1086
2025
Q4 		$41.1K Buy
+493
New +$37.7K 0.01% 460
2025
Q1 		– Sell
-2
Closed -$130 – 1191
2024
Q4 		$130 Buy
+2
New +$122 ﹤0.01% 1076

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 $3.37T AUM 44.26% 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

Cape Investment Advisory's SYF Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Synchrony (SYF) in Q2 2026: 525 shares worth $39.9K. The stake represents 0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SYF as recently as Q4 2025.

Cape Investment Advisory first reported a position in SYF in Q4 2024 and has held it in 3 quarters since. The position peaked at $41.1K in Q4 2025. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Cape Investment Advisory held 525 shares of Synchrony worth $39.9K as of Q2 2026.
  • Synchrony was a new Cape Investment Advisory position in Q2 2026.
  • Synchrony made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #555 holding.
  • Cape Investment Advisory first reported a position in Synchrony in Q4 2024 and has held it in 3 quarters since.
  • Cape Investment Advisory's Synchrony position peaked at $41.1K in Q4 2025.
  • 998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.