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Clearstead Advisors’s Synchrony SYF Stock Holding History

Clearstead 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 		$140K Sell
2,063
-922
-31% -$67K ﹤0.01% 1068
2025
Q4 		$249K Buy
2,985
+630
+27% +$48.1K ﹤0.01% 873
2025
Q3 		$167K Buy
2,355
+58
+3% +$4.2K ﹤0.01% 918
2025
Q2 		$153K Buy
2,297
+429
+23% +$24K ﹤0.01% 950
2025
Q1 		$98.9K Buy
1,868
+9
+0.5% +$557 ﹤0.01% 1000
2024
Q4 		$121K Buy
1,859
+12
+0.6% +$735 ﹤0.01% 974
2024
Q3 		$92.1K Buy
1,847
+546
+42% +$26.4K ﹤0.01% 1045
2024
Q2 		$61.4K Buy
1,301
+101
+8% +$4.38K ﹤0.01% 1120
2024
Q1 		$53.9K Buy
1,200
+265
+28% +$10.6K ﹤0.01% 743
2023
Q4 		$35.7K Buy
935
+687
+277% +$21.7K ﹤0.01% 823
2023
Q3 		$7.58K Buy
+248
New +$8.25K ﹤0.01% 1153
2023
Q2 		– Sell
-374
Closed -$10.9K – 1435
2023
Q1 		$10.9K Buy
374
+18
+5% +$605 ﹤0.01% 938
2022
Q4 		$11.7K Buy
356
+339
+1,994% +$11.6K ﹤0.01% 889
2022
Q3 		$0 Sell
17
-85
-83% -$2.74K ﹤0.01% 1354
2022
Q2 		$3K Buy
102
+25
+32% +$868 ﹤0.01% 1071
2022
Q1 		$3K Sell
77
-263
-77% -$11K ﹤0.01% 1162
2021
Q4 		$16K Sell
340
-94
-22% -$4.52K ﹤0.01% 866
2021
Q3 		$21K Sell
434
-81
-16% -$3.94K ﹤0.01% 810
2021
Q2 		$25K Buy
515
+153
+42% +$6.97K ﹤0.01% 673
2021
Q1 		$15K Buy
+362
New +$14K ﹤0.01% 727

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

Clearstead Advisors's SYF Position: Q1 2026 in Review

Clearstead Advisors reduced its Synchrony (SYF) stake by 31% in Q1 2026, selling an estimated $67K and leaving 2,063 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Clearstead Advisors first reported a position in SYF in Q1 2021 and has held it in 20 quarters since. The position peaked at $249K in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Clearstead Advisors held 2,063 shares of Synchrony worth $140K as of Q1 2026.
  • Clearstead Advisors sold 922 Synchrony shares in Q1 2026, an estimated $67K.
  • Synchrony made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1068 holding.
  • Clearstead Advisors first reported a position in Synchrony in Q1 2021 and has held it in 20 quarters since.
  • Clearstead Advisors's Synchrony position peaked at $249K in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.