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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 $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

Consolidated Planning Corp's SYF Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Synchrony (SYF) in Q1 2026, closing a stake of 106,901 shares — an estimated $8.92M sold.

Consolidated Planning Corp first reported a position in SYF in Q2 2022 and held it in 10 quarters. The position peaked at $8.92M in Q4 2025. 972 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Synchrony position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 106,901 Synchrony shares in Q1 2026, an estimated $8.92M.
  • Consolidated Planning Corp first reported a position in Synchrony in Q2 2022 and held it in 10 quarters.
  • Consolidated Planning Corp's Synchrony position peaked at $8.92M in Q4 2025.
  • 972 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.