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Copia Wealth Management’s Synchrony SYF Stock Holding History

Copia 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
2026
Q2 		$6.24K Hold
82
– – ﹤0.01% 383
2026
Q1 		$5.58K Hold
82
– – ﹤0.01% 367
2025
Q4 		$6.84K Hold
82
– – ﹤0.01% 353
2025
Q3 		$5.83K Buy
+82
New +$5.94K ﹤0.01% 348

Other funds holding SYF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Copia Wealth Management's SYF Position: Q2 2026 in Review

Copia Wealth Management held its Synchrony (SYF) position steady in Q2 2026 at 82 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Copia Wealth Management first reported a position in SYF in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.84K in Q4 2025. 1,002 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Copia Wealth Management held 82 shares of Synchrony worth $6.24K as of Q2 2026.
  • Copia Wealth Management left its Synchrony share count unchanged in Q2 2026.
  • Synchrony made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #383 holding.
  • Copia Wealth Management first reported a position in Synchrony in Q3 2025 and has held it in 4 quarters since.
  • Copia Wealth Management's Synchrony position peaked at $6.84K in Q4 2025.
  • 1,002 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.