Creative Planning’s Synchrony SYF Stock Holding History

Creative Planning’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
2020 Q1	–	Sell	-6,000	Closed	-$85K	–	2070
2019 Q4	$85K	Buy	+6,000	New	+$215K	﹤0.01%	1771
2018 Q2	–	Sell	-2,600	Closed	-$15K	–	2166
2018 Q1	$15K	Buy	+2,600	New	+$96.5K	﹤0.01%	1910

Other funds holding SYF

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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.