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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Creative Planning's SYF Position: Q2 2026 in Review

Creative Planning increased its Synchrony (SYF) stake by 1.5% in Q2 2026, buying an estimated $72K and bringing the position to 68,032 shares worth $5.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Creative Planning first reported a position in SYF in Q3 2014 and has held it in 42 quarters since. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Creative Planning held 68,032 shares of Synchrony worth $5.17M as of Q2 2026.
Creative Planning bought 980 Synchrony shares in Q2 2026, an estimated $72K.
Synchrony made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1385 holding.
Creative Planning first reported a position in Synchrony in Q3 2014 and has held it in 42 quarters since.
1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.