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Dakota Wealth Management’s Synchrony SYF Stock Holding History

Dakota Wealth Management’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 		$861K Sell
11,323
-976
-8% -$71.7K 0.02% 461
2026
Q1 		$837K Buy
+12,299
New +$894K 0.02% 433

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

Dakota Wealth Management's SYF Position: Q2 2026 in Review

Dakota Wealth Management reduced its Synchrony (SYF) stake by 7.9% in Q2 2026, selling an estimated $71.7K and leaving 11,323 shares worth $861K. The position accounts for 0.02% of the portfolio, ranked #461.

Dakota Wealth Management first reported a position in SYF in Q1 2026 and has held it in 2 quarters since. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Dakota Wealth Management held 11,323 shares of Synchrony worth $861K as of Q2 2026.
  • Dakota Wealth Management sold 976 Synchrony shares in Q2 2026, an estimated $71.7K.
  • Synchrony made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #461 holding.
  • Dakota Wealth Management first reported a position in Synchrony in Q1 2026 and has held it in 2 quarters since.
  • 998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.