Claro Advisors
SYF icon

Claro Advisors’s Synchrony SYF Stock Holding History

Claro Advisors’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 		– Sell
-3,150
Closed -$240K – 578
2026
Q2 		$240K Buy
3,150
+119
+4% +$8.74K 0.03% 468
2026
Q1 		$206K Buy
+3,031
New +$220K 0.02% 487
2019
Q1 		– Sell
-622
Closed -$19K – 837
2018
Q4 		$19K Buy
+622
New +$16.8K 0.02% 555

Other funds holding SYF

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Claro Advisors's SYF Position: Q3 2026 in Review

Claro Advisors sold out of Synchrony (SYF) in Q3 2026, closing a stake of 3,150 shares — an estimated $240K sold.

Claro Advisors first reported a position in SYF in Q4 2018 and held it in 3 quarters. The position peaked at $240K in Q2 2026. 701 funds tracked by Wall St. Rank hold SYF as of Q3 2026.

  • Claro Advisors reported no remaining Synchrony position as of Q3 2026 after selling out during the quarter.
  • Claro Advisors sold 3,150 Synchrony shares in Q3 2026, an estimated $240K.
  • Claro Advisors first reported a position in Synchrony in Q4 2018 and held it in 3 quarters.
  • Claro Advisors's Synchrony position peaked at $240K in Q2 2026.
  • 701 funds tracked by Wall St. Rank held Synchrony as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.