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Congress Wealth Management’s Synchrony SYF Stock Holding History

Congress 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 		$3.56M Buy
+53,410
New +$2.99M 0.03% 449

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 $3.38T AUM 44.17% 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

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

Congress Wealth Management opened a new position in Synchrony (SYF) in Q2 2025: 53,410 shares worth $3.56M. The stake represents 0.03% of the portfolio and ranks #449 among its holdings.

875 funds tracked by Wall St. Rank hold SYF as of Q2 2025.

  • Congress Wealth Management held 53,410 shares of Synchrony worth $3.56M as of Q2 2025.
  • Synchrony was a new Congress Wealth Management position in Q2 2025.
  • Synchrony made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #449 holding.
  • 875 funds tracked by Wall St. Rank held Synchrony as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.