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Crestwood Advisors Group’s Synchrony SYF Stock Holding History

Crestwood Advisors 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 		$660K Buy
8,677
+2,699
+45% +$198K 0.01% 402
2026
Q1 		$407K Buy
5,978
+1,342
+29% +$97.6K 0.01% 484
2025
Q4 		$387K Buy
+4,636
New +$354K 0.01% 447

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

Crestwood Advisors Group's SYF Position: Q2 2026 in Review

Crestwood Advisors Group increased its Synchrony (SYF) stake by 45% in Q2 2026, buying an estimated $198K and bringing the position to 8,677 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #402.

Crestwood Advisors Group first reported a position in SYF in Q4 2025 and has held it in 3 quarters since. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Crestwood Advisors Group held 8,677 shares of Synchrony worth $660K as of Q2 2026.
  • Crestwood Advisors Group bought 2,699 Synchrony shares in Q2 2026, an estimated $198K.
  • Synchrony made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #402 holding.
  • Crestwood Advisors Group first reported a position in Synchrony in Q4 2025 and has held it in 3 quarters since.
  • 998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.