Creative Planning’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.56M | Buy |
67,052
+21,257
| +46% | +$1.55M | ﹤0.01% | 1281 |
|
|
2025
Q4 | $3.82M | Buy |
45,795
+5,323
| +13% | +$407K | ﹤0.01% | 1201 |
|
|
2025
Q3 | $2.88M | Buy |
40,472
+9,369
| +30% | +$679K | ﹤0.01% | 1256 |
|
|
2025
Q2 | $2.08M | Sell |
31,103
-2,533
| -8% | -$142K | ﹤0.01% | 1282 |
|
|
2025
Q1 | $1.78M | Buy |
33,636
+2,285
| +7% | +$141K | ﹤0.01% | 1260 |
|
|
2024
Q4 | $2.04M | Buy |
31,351
+1,287
| +4% | +$78.8K | ﹤0.01% | 1124 |
|
|
2024
Q3 | $1.5M | Buy |
30,064
+308
| +1% | +$14.9K | ﹤0.01% | 1243 |
|
|
2024
Q2 | $1.4M | Sell |
29,756
-750
| -2% | -$32.6K | ﹤0.01% | 1180 |
|
|
2024
Q1 | $1.32M | Buy |
30,506
+1,442
| +5% | +$57.4K | ﹤0.01% | 1164 |
|
|
2023
Q4 | $1.11M | Sell |
29,064
-8,932
| -24% | -$283K | ﹤0.01% | 1177 |
|
|
2023
Q3 | $1.16M | Sell |
37,996
-3,003
| -7% | -$99.9K | ﹤0.01% | 1099 |
|
|
2023
Q2 | $1.39M | Buy |
40,999
+18,614
| +83% | +$568K | ﹤0.01% | 973 |
|
|
2023
Q1 | $651K | Buy |
22,385
+2,723
| +14% | +$91.4K | ﹤0.01% | 1318 |
|
|
2022
Q4 | $646K | Buy |
19,662
+1,324
| +7% | +$45.4K | ﹤0.01% | 1280 |
|
|
2022
Q3 | $517K | Sell |
18,338
-5,535
| -23% | -$179K | ﹤0.01% | 1319 |
|
|
2022
Q2 | $659K | Buy |
23,873
+5,658
| +31% | +$196K | ﹤0.01% | 1159 |
|
|
2022
Q1 | $635K | Buy |
18,215
+9,840
| +117% | +$412K | ﹤0.01% | 1211 |
|
|
2021
Q4 | $388K | Buy |
8,375
+572
| +7% | +$27.5K | ﹤0.01% | 1457 |
|
|
2021
Q3 | $381K | Buy |
7,803
+3,524
| +82% | +$171K | ﹤0.01% | 1451 |
|
|
2021
Q2 | $208K | Sell |
4,279
-8,426
| -66% | -$384K | ﹤0.01% | 1789 |
|
|
2021
Q1 | $517K | Sell |
12,705
-44
| -0.3% | -$1.7K | ﹤0.01% | 1421 |
|
|
2020
Q4 | $443K | Buy |
12,749
+255
| +2% | +$7.66K | ﹤0.01% | 1389 |
|
|
2020
Q3 | $327K | Buy |
+12,494
| New | +$303K | ﹤0.01% | 1365 |
|
|
2020
Q1 | – | Sell |
-5,407
| Closed | -$195K | – | 2071 |
|
|
2019
Q4 | $195K | Buy |
+5,407
| New | +$194K | ﹤0.01% | 1648 |
|
|
2019
Q3 | – | Sell |
-8,842
| Closed | -$307K | – | 2103 |
|
|
2019
Q2 | $307K | Buy |
+8,842
| New | +$300K | ﹤0.01% | 1355 |
|
|
2018
Q4 | – | Sell |
-7,159
| Closed | -$223K | – | 2098 |
|
|
2018
Q3 | $223K | Sell |
7,159
-4,482
| -39% | -$143K | ﹤0.01% | 1602 |
|
|
2018
Q2 | $389K | Sell |
11,641
-1,688
| -13% | -$58K | ﹤0.01% | 1212 |
|
|
2018
Q1 | $447K | Buy |
13,329
+4,238
| +47% | +$157K | ﹤0.01% | 1134 |
|
|
2017
Q4 | $351K | Buy |
9,091
+634
| +7% | +$21.7K | ﹤0.01% | 1275 |
|
|
2017
Q3 | $263K | Sell |
8,457
-428
| -5% | -$12.8K | ﹤0.01% | 1420 |
|
|
2017
Q2 | $265K | Buy |
8,885
+3,022
| +52% | +$89.6K | ﹤0.01% | 1363 |
|
|
2017
Q1 | $201K | Buy |
5,863
+240
| +4% | +$8.61K | ﹤0.01% | 1494 |
|
|
2016
Q4 | $204K | Sell |
5,623
-1,053
| -16% | -$33.6K | ﹤0.01% | 1403 |
|
|
2016
Q3 | $187K | Buy |
6,676
+2,696
| +68% | +$74.1K | ﹤0.01% | 1440 |
|
|
2016
Q2 | $101K | Buy |
3,980
+264
| +7% | +$7.68K | ﹤0.01% | 1672 |
|
|
2016
Q1 | $107K | Buy |
3,716
+98
| +3% | +$2.72K | ﹤0.01% | 1580 |
|
|
2015
Q4 | $110K | Sell |
3,618
-817
| -18% | -$25.6K | ﹤0.01% | 1573 |
|
|
2015
Q3 | $139K | Buy |
+4,435
| New | +$147K | ﹤0.01% | 1394 |
|
|
2015
Q2 | – | Sell |
-3,586
| Closed | -$109K | – | 2794 |
|
|
2015
Q1 | $109K | Buy |
3,586
+286
| +9% | +$8.93K | ﹤0.01% | 1533 |
|
|
2014
Q4 | $98K | Buy |
3,300
+100
| +3% | +$2.77K | ﹤0.01% | 1561 |
|
|
2014
Q3 | $79K | Buy |
+3,200
| New | +$78.1K | ﹤0.01% | 1633 |
|
Other funds holding SYF
VCM
VPM
PCM
Creative Planning's SYF Position: Q1 2026 in Review
Creative Planning increased its Synchrony (SYF) stake by 46% in Q1 2026, buying an estimated $1.55M and bringing the position to 67,052 shares worth $4.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1281.
Creative Planning first reported a position in SYF in Q3 2014 and has held it in 41 quarters since. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.
- Creative Planning held 67,052 shares of Synchrony worth $4.56M as of Q1 2026.
- Creative Planning bought 21,257 Synchrony shares in Q1 2026, an estimated $1.55M.
- Synchrony made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1281 holding.
- Creative Planning first reported a position in Synchrony in Q3 2014 and has held it in 41 quarters since.
- 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.