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Concurrent Investment Advisors’s Synchrony SYF Stock Holding History

Concurrent Investment 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
Q2 		$699K Buy
9,189
+816
+10% +$59.9K 0.01% 1205
2026
Q1 		$570K Sell
8,373
-225
-3% -$16.4K 0.01% 1144
2025
Q4 		$717K Buy
+8,598
New +$657K 0.01% 982

Other funds holding SYF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Concurrent Investment Advisors's SYF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Synchrony (SYF) stake by 9.7% in Q2 2026, buying an estimated $59.9K and bringing the position to 9,189 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #1205.

Concurrent Investment Advisors first reported a position in SYF in Q4 2025 and has held it in 3 quarters since. The position peaked at $717K in Q4 2025. 431 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Concurrent Investment Advisors held 9,189 shares of Synchrony worth $699K as of Q2 2026.
  • Concurrent Investment Advisors bought 816 Synchrony shares in Q2 2026, an estimated $59.9K.
  • Synchrony made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1205 holding.
  • Concurrent Investment Advisors first reported a position in Synchrony in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Synchrony position peaked at $717K in Q4 2025.
  • 431 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.