Carson Wealth (CWM LLC)’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.57M | Buy |
96,644
+41,403
| +75% | +$3.01M | 0.02% | 701 |
|
|
2025
Q4 | $4.61M | Sell |
55,241
-3,270
| -6% | -$250K | 0.01% | 814 |
|
|
2025
Q3 | $4.16M | Buy |
58,511
+19,513
| +50% | +$1.41M | 0.01% | 791 |
|
|
2025
Q2 | $2.6M | Buy |
38,998
+17,055
| +78% | +$953K | 0.01% | 850 |
|
|
2025
Q1 | $1.16M | Buy |
21,943
+1,317
| +6% | +$81.4K | ﹤0.01% | 1053 |
|
|
2024
Q4 | $1.34M | Sell |
20,626
-146
| -0.7% | -$8.94K | 0.01% | 940 |
|
|
2024
Q3 | $1.04M | Buy |
20,772
+526
| +3% | +$25.4K | ﹤0.01% | 1006 |
|
|
2024
Q2 | $955K | Buy |
20,246
+7,307
| +56% | +$317K | ﹤0.01% | 921 |
|
|
2024
Q1 | $558K | Buy |
12,939
+2,410
| +23% | +$96K | ﹤0.01% | 1090 |
|
|
2023
Q4 | $402K | Buy |
10,529
+2,606
| +33% | +$82.5K | ﹤0.01% | 1142 |
|
|
2023
Q3 | $242K | Buy |
7,923
+1,680
| +27% | +$55.9K | ﹤0.01% | 1233 |
|
|
2023
Q2 | $212K | Sell |
6,243
-2,205
| -26% | -$67.3K | ﹤0.01% | 1225 |
|
|
2023
Q1 | $246K | Buy |
8,448
+557
| +7% | +$18.7K | ﹤0.01% | 1123 |
|
|
2022
Q4 | $259K | Buy |
7,891
+733
| +10% | +$25.1K | ﹤0.01% | 1009 |
|
|
2022
Q3 | $202K | Sell |
7,158
-5,017
| -41% | -$162K | ﹤0.01% | 1045 |
|
|
2022
Q2 | $336K | Buy |
12,175
+1,057
| +10% | +$36.7K | ﹤0.01% | 856 |
|
|
2022
Q1 | $387K | Buy |
11,118
+5,299
| +91% | +$222K | ﹤0.01% | 798 |
|
|
2021
Q4 | $270K | Buy |
+5,819
| New | +$280K | ﹤0.01% | 913 |
|
|
2021
Q2 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1403 |
|
|
2021
Q1 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1403 |
|
|
2020
Q4 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1403 |
|
|
2020
Q3 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1403 |
|
|
2020
Q2 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1402 |
|
|
2020
Q1 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1402 |
|
|
2019
Q4 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1402 |
|
|
2019
Q3 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1402 |
|
|
2019
Q2 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1402 |
|
|
2019
Q1 | $50K | Buy |
1,039
+909
| +699% | +$27.3K | ﹤0.01% | 1402 |
|
|
2018
Q4 | $3K | Sell |
130
-212
| -62% | -$5.74K | ﹤0.01% | 1681 |
|
|
2018
Q3 | $11K | Sell |
342
-387
| -53% | -$12.3K | ﹤0.01% | 1134 |
|
|
2018
Q2 | $24K | Buy |
729
+158
| +28% | +$5.43K | ﹤0.01% | 802 |
|
|
2018
Q1 | $19K | Buy |
571
+458
| +405% | +$17K | ﹤0.01% | 719 |
|
|
2017
Q4 | $4K | Hold |
113
| – | – | ﹤0.01% | 1158 |
|
|
2017
Q3 | $4K | Sell |
113
-10
| -8% | -$299 | ﹤0.01% | 1161 |
|
|
2017
Q2 | $4K | Buy |
123
+1
| +0.8% | +$30 | ﹤0.01% | 927 |
|
|
2017
Q1 | $4K | Sell |
122
-487
| -80% | -$17.5K | ﹤0.01% | 909 |
|
|
2016
Q4 | $22K | Buy |
609
+487
| +399% | +$15.5K | ﹤0.01% | 573 |
|
|
2016
Q3 | $3K | Hold |
122
| – | – | ﹤0.01% | 887 |
|
|
2016
Q2 | $3K | Buy |
122
+9
| +8% | +$262 | ﹤0.01% | 687 |
|
|
2016
Q1 | $3K | Buy |
+113
| New | +$3.14K | ﹤0.01% | 656 |
|
Other funds holding SYF
VCM
VPM
PCM
Carson Wealth (CWM LLC)'s SYF Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Synchrony (SYF) stake by 75% in Q1 2026, buying an estimated $3.01M and bringing the position to 96,644 shares worth $6.57M. The position accounts for 0.02% of the portfolio, ranked #701.
Carson Wealth (CWM LLC) first reported a position in SYF in Q1 2016 and has held it in 40 quarters since. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.
- Carson Wealth (CWM LLC) held 96,644 shares of Synchrony worth $6.57M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 41,403 Synchrony shares in Q1 2026, an estimated $3.01M.
- Synchrony made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #701 holding.
- Carson Wealth (CWM LLC) first reported a position in Synchrony in Q1 2016 and has held it in 40 quarters since.
- 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.