CFP
SYF icon

Catalyst Financial Partners’s Synchrony SYF Stock Holding History

Catalyst Financial Partners’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 		$244K Sell
3,588
-189
-5% -$13.7K 0.03% 329
2025
Q4 		$315K Buy
3,777
+46
+1% +$3.52K 0.04% 238
2025
Q3 		$265K Buy
3,731
+7
+0.2% +$507 0.03% 255
2025
Q2 		$249K Buy
+3,724
New +$208K 0.03% 259
2025
Q1 		– Sell
-3,497
Closed -$227K – 295
2024
Q4 		$227K Buy
+3,497
New +$214K 0.04% 249

Other funds holding SYF

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Catalyst Financial Partners's SYF Position: Q1 2026 in Review

Catalyst Financial Partners reduced its Synchrony (SYF) stake by 5% in Q1 2026, selling an estimated $13.7K and leaving 3,588 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #329.

Catalyst Financial Partners first reported a position in SYF in Q4 2024 and has held it in 5 quarters since. The position peaked at $315K in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Catalyst Financial Partners held 3,588 shares of Synchrony worth $244K as of Q1 2026.
  • Catalyst Financial Partners sold 189 Synchrony shares in Q1 2026, an estimated $13.7K.
  • Synchrony made up 0.03% of Catalyst Financial Partners's portfolio in Q1 2026, its #329 holding.
  • Catalyst Financial Partners first reported a position in Synchrony in Q4 2024 and has held it in 5 quarters since.
  • Catalyst Financial Partners's Synchrony position peaked at $315K in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.