Capital Advisors Ltd
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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
Q3 		$12K Buy
165
+82
+99% +$6.24K ﹤0.01% 850
2026
Q2 		$6K Hold
83
– – ﹤0.01% 947
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Capital Advisors Ltd's SYF Position: Q3 2026 in Review

Capital Advisors Ltd increased its Synchrony (SYF) stake by 99% in Q3 2026, buying an estimated $6.24K and bringing the position to 165 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Capital Advisors Ltd first reported a position in SYF in Q4 2021 and has held it in 17 quarters since. 455 funds tracked by Wall St. Rank hold SYF as of Q3 2026.

  • Capital Advisors Ltd held 165 shares of Synchrony worth $12K as of Q3 2026.
  • Capital Advisors Ltd bought 82 Synchrony shares in Q3 2026, an estimated $6.24K.
  • Synchrony made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #850 holding.
  • Capital Advisors Ltd first reported a position in Synchrony in Q4 2021 and has held it in 17 quarters since.
  • 455 funds tracked by Wall St. Rank held Synchrony as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.