CrossGen Wealth’s Synchrony SYF Stock Holding History

CrossGen Wealth’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 Q1	–	Sell	-121	Closed	-$10.1K	–	205
2025 Q4	$10.1K	Buy	+121	New	+$9.25K	0.01%	147

Other funds holding SYF

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CrossGen Wealth's SYF Position: Q1 2026 in Review

CrossGen Wealth sold out of Synchrony (SYF) in Q1 2026, closing a stake of 121 shares — an estimated $10.1K sold.

CrossGen Wealth first reported a position in SYF in Q4 2025 and held it in 1 quarter. The position peaked at $10.1K in Q4 2025. 971 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

CrossGen Wealth reported no remaining Synchrony position as of Q1 2026 after selling out during the quarter.
CrossGen Wealth sold 121 Synchrony shares in Q1 2026, an estimated $10.1K.
CrossGen Wealth first reported a position in Synchrony in Q4 2025 and held it in 1 quarter.
CrossGen Wealth's Synchrony position peaked at $10.1K in Q4 2025.
971 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on CrossGen Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.