CPC
SYF icon

Consolidated Planning Corp’s Synchrony SYF Stock Holding History

Consolidated Planning Corp’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
-106,901
Closed -$8.92M – 207
2025
Q4 		$8.92M Sell
106,901
-10,573
-9% -$808K 0.9% 26
2025
Q3 		$8.35M Buy
117,474
+390
+0.3% +$28.3K 0.88% 27
2025
Q2 		$7.81M Buy
117,084
+2,546
+2% +$142K 0.98% 32
2025
Q1 		$6.06M Buy
114,538
+1,398
+1% +$86.5K 0.83% 38
2024
Q4 		$7.35M Buy
113,140
+402
+0.4% +$24.6K 1% 29
2024
Q3 		$5.62M Buy
112,738
+2,814
+3% +$136K 0.84% 39
2024
Q2 		$5.19M Buy
+109,924
New +$4.77M 0.86% 40
2023
Q1 		– Sell
-39,848
Closed -$1.31M – 129
2022
Q4 		$1.31M Buy
39,848
+707
+2% +$24.2K 0.36% 67
2022
Q3 		$1.1M Buy
39,141
+3,139
+9% +$101K 0.34% 68
2022
Q2 		$994K Buy
+36,002
New +$1.25M 0.31% 73

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 $5.7T 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 $761B AUM 31.28% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return