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Clarus Wealth Advisors’s Synchrony SYF Stock Holding History

Clarus Wealth 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
Q1 		– Sell
-4,486
Closed -$350K – 99
2025
Q4 		$350K Buy
4,486
+743
+20% +$56.8K 0.15% 76
2025
Q3 		$267K Buy
+3,743
New +$271K 0.12% 76
2019
Q3 		– Sell
-1,400
Closed -$49K – 497
2019
Q2 		$49K Buy
1,400
+1,220
+678% +$41.4K 0.04% 273
2019
Q1 		$6K Buy
180
+2
+1% +$60 ﹤0.01% 563
2018
Q4 		$4K Buy
178
+1
+0.6% +$27 0.01% 607
2018
Q3 		$5K Buy
177
+2
+1% +$64 ﹤0.01% 616
2018
Q2 		$6K Buy
+175
New +$6.01K ﹤0.01% 598

Other funds holding SYF

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Clarus Wealth Advisors's SYF Position: Q1 2026 in Review

Clarus Wealth Advisors sold out of Synchrony (SYF) in Q1 2026, closing a stake of 4,486 shares — an estimated $350K sold.

Clarus Wealth Advisors first reported a position in SYF in Q2 2018 and held it in 7 quarters. The position peaked at $350K in Q4 2025. 968 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Clarus Wealth Advisors reported no remaining Synchrony position as of Q1 2026 after selling out during the quarter.
  • Clarus Wealth Advisors sold 4,486 Synchrony shares in Q1 2026, an estimated $350K.
  • Clarus Wealth Advisors first reported a position in Synchrony in Q2 2018 and held it in 7 quarters.
  • Clarus Wealth Advisors's Synchrony position peaked at $350K in Q4 2025.
  • 968 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Clarus Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.