Capital Advisors Ltd’s Synchrony SYF Stock Holding History

Capital Advisors Ltd’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	$6K	Hold	83	–	–	﹤0.01%	933
2025 Q4	$7K	Hold	83	–	–	﹤0.01%	890
2025 Q3	$6K	Hold	83	–	–	﹤0.01%	900
2025 Q2	$6K	Sell	83 -46	-36%	-$2.57K	﹤0.01%	906
2025 Q1	$7K	Hold	129	–	–	﹤0.01%	863
2024 Q4	$8K	Sell	129 -1	-0.8%	-$61	﹤0.01%	839
2024 Q3	$6K	Buy	130 +1	+0.8%	+$48	﹤0.01%	899
2024 Q2	$6K	Buy	129 +42	+48%	+$1.82K	﹤0.01%	890
2024 Q1	$4K	Buy	87 +13	+18%	+$518	﹤0.01%	938
2023 Q4	$3K	Sell	74 -14	-16%	-$443	﹤0.01%	967
2023 Q3	$3K	Hold	88	–	–	﹤0.01%	959
2023 Q2	$3K	Sell	88 -10	-10%	-$305	﹤0.01%	964
2023 Q1	$3K	Buy	98 +79	+416%	+$2.65K	﹤0.01%	845
2022 Q4	$1K	Buy	+19	New	+$651	﹤0.01%	1092
2022 Q1	–	Sell	-12	Closed	-$1K	–	1191
2021 Q4	$1K	Buy	+12	New	+$577	﹤0.01%	745

Other funds holding SYF

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Dimensional Fund Advisors

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