Cornerstone Planning Group
SYF icon

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
Q3 		– Sell
-131
Closed -$9.6K – 1509
2026
Q2 		$9.6K 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

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Vest Financial
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KBC Group
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Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Cornerstone Planning Group's SYF Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Synchrony (SYF) in Q3 2026, closing a stake of 131 shares — an estimated $9.6K sold.

Cornerstone Planning Group first reported a position in SYF in Q3 2024 and held it in 8 quarters. The position peaked at $20.8K in Q3 2025. 209 funds tracked by Wall St. Rank hold SYF as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Synchrony position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 131 Synchrony shares in Q3 2026, an estimated $9.6K.
  • Cornerstone Planning Group first reported a position in Synchrony in Q3 2024 and held it in 8 quarters.
  • Cornerstone Planning Group's Synchrony position peaked at $20.8K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held Synchrony as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.