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Cornerstone Planning Group’s Synchrony SYF Stock Holding History

Cornerstone Planning Group’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 		$9.55K Buy
131
+25
+24% +$1.84K ﹤0.01% 904
2026
Q1 		$7.75K Buy
106
+25
+31% +$1.82K ﹤0.01% 972
2025
Q4 		$5.95K Buy
81
+34
+72% +$2.6K ﹤0.01% 935
2025
Q3 		$20.8K Sell
47
-17
-27% -$1.23K ﹤0.01% 570
2025
Q2 		$4.48K Buy
64
+21
+49% +$1.17K ﹤0.01% 750
2025
Q1 		$2.15K Buy
43
+21
+95% +$1.3K ﹤0.01% 966
2024
Q4 		$1.54K Hold
22
– – ﹤0.01% 861
2024
Q3 		$1.23K Buy
+22
New +$1.06K ﹤0.01% 893

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

Cornerstone Planning Group's SYF Position: Q2 2026 in Review

Cornerstone Planning Group increased its Synchrony (SYF) stake by 24% in Q2 2026, buying an estimated $1.84K and bringing the position to 131 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Cornerstone Planning Group first reported a position in SYF in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.8K in Q3 2025. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Cornerstone Planning Group held 131 shares of Synchrony worth $9.55K as of Q2 2026.
  • Cornerstone Planning Group bought 25 Synchrony shares in Q2 2026, an estimated $1.84K.
  • Synchrony made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #904 holding.
  • Cornerstone Planning Group first reported a position in Synchrony in Q3 2024 and has held it in 8 quarters since.
  • Cornerstone Planning Group's Synchrony position peaked at $20.8K in Q3 2025.
  • 1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.