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Centricity Wealth Management’s Synchrony SYF Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$10.9K Hold
163
– – 0.01% 319
2025
Q1 		$8.63K Hold
163
– – 0.01% 331
2024
Q4 		$10.6K Buy
+163
New +$9.98K 0.01% 320

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Centricity Wealth Management's SYF Position: Q2 2025 in Review

Centricity Wealth Management held its Synchrony (SYF) position steady in Q2 2025 at 163 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #319.

Centricity Wealth Management first reported a position in SYF in Q4 2024 and has held it in 3 quarters since. 876 funds tracked by Wall St. Rank hold SYF as of Q2 2025.

  • Centricity Wealth Management held 163 shares of Synchrony worth $10.9K as of Q2 2025.
  • Centricity Wealth Management left its Synchrony share count unchanged in Q2 2025.
  • Synchrony made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #319 holding.
  • Centricity Wealth Management first reported a position in Synchrony in Q4 2024 and has held it in 3 quarters since.
  • 876 funds tracked by Wall St. Rank held Synchrony as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.