CFFP
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Center for Financial Planning’s Synchrony SYF Stock Holding History

Center for Financial Planning’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 		$25.9K Sell
340
-140
-29% -$10.3K ﹤0.01% 403
2026
Q1 		$32.6K Buy
480
+340
+243% +$24.7K ﹤0.01% 361
2025
Q4 		$11.6K Sell
140
-956
-87% -$73.1K ﹤0.01% 471
2025
Q3 		$77.9K Hold
1,096
– – 0.01% 257
2025
Q2 		$73.1K Buy
1,096
+1
+0.1% +$56 0.01% 252
2025
Q1 		$58K Hold
1,095
– – 0.01% 263
2024
Q4 		$71.2K Hold
1,095
– – 0.01% 231
2024
Q3 		$54.6K Buy
1,095
+1
+0.1% +$48 0.01% 238
2024
Q2 		$51.6K Buy
1,094
+1
+0.1% +$43 0.01% 229
2024
Q1 		$47.1K Hold
1,093
– – 0.01% 246
2023
Q4 		$41.7K Sell
1,093
-59
-5% -$1.87K 0.01% 241
2023
Q3 		$35.2K Sell
1,152
-179
-13% -$5.96K 0.01% 249
2023
Q2 		$45.2K Buy
1,331
+1
+0.1% +$31 0.01% 241
2023
Q1 		$38.7K Sell
1,330
-56
-4% -$1.88K 0.01% 243
2022
Q4 		$45.5K Buy
1,386
+948
+216% +$32.5K 0.01% 227
2022
Q3 		$12K Buy
438
+2
+0.5% +$65 ﹤0.01% 340
2022
Q2 		$12K Sell
436
-3,614
-89% -$125K ﹤0.01% 345
2022
Q1 		$141K Sell
4,050
-27
-0.7% -$1.13K 0.03% 148
2021
Q4 		$189K Buy
4,077
+1
+0% +$48 0.04% 133
2021
Q3 		$199K Sell
4,076
-58
-1% -$2.82K 0.05% 123
2021
Q2 		$201K Buy
4,134
+2
+0% +$91 0.05% 124
2021
Q1 		$168K Buy
4,132
+387
+10% +$14.9K 0.04% 134
2020
Q4 		$130K Hold
3,745
– – 0.04% 138
2020
Q3 		$98K Buy
3,745
+10
+0.3% +$243 0.03% 142
2020
Q2 		$83K Buy
3,735
+3,615
+3,013% +$70.4K 0.03% 149
2020
Q1 		$2K Hold
120
– – ﹤0.01% 510
2019
Q4 		$4K Buy
+120
New +$4.29K ﹤0.01% 388

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 $3.38T AUM 44.17% 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

Center for Financial Planning's SYF Position: Q2 2026 in Review

Center for Financial Planning reduced its Synchrony (SYF) stake by 29% in Q2 2026, selling an estimated $10.3K and leaving 340 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Center for Financial Planning first reported a position in SYF in Q4 2019 and has held it in 27 quarters since. The position peaked at $201K in Q2 2021. 1,007 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Center for Financial Planning held 340 shares of Synchrony worth $25.9K as of Q2 2026.
  • Center for Financial Planning sold 140 Synchrony shares in Q2 2026, an estimated $10.3K.
  • Synchrony made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #403 holding.
  • Center for Financial Planning first reported a position in Synchrony in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Synchrony position peaked at $201K in Q2 2021.
  • 1,007 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.