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Diversified Trust’s Synchrony SYF Stock Holding History

Diversified Trust’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 		$310K Buy
4,074
+117
+3% +$8.59K 0.01% 903
2026
Q1 		$269K Buy
3,957
+62
+2% +$4.51K 0.01% 877
2025
Q4 		$325K Sell
3,895
-12
-0.3% -$917 0.01% 806
2025
Q3 		$278K Sell
3,907
-31,780
-89% -$2.3M 0.01% 827
2025
Q2 		$2.38M Sell
35,687
-25
-0.1% -$1.4K 0.05% 206
2025
Q1 		$1.89M Sell
35,712
-3,801
-10% -$235K 0.05% 225
2024
Q4 		$2.57M Sell
39,513
-16,358
-29% -$1M 0.06% 181
2024
Q3 		$2.79M Buy
55,871
+11
+0% +$532 0.07% 170
2024
Q2 		$2.64M Buy
55,860
+1,490
+3% +$64.7K 0.07% 155
2024
Q1 		$2.34M Buy
54,370
+31,399
+137% +$1.25M 0.07% 170
2023
Q4 		$877K Buy
+22,971
New +$727K 0.03% 323
2023
Q3 		– Sell
-11,590
Closed -$393K – 922
2023
Q2 		$393K Sell
11,590
-31
-0.3% -$947 0.01% 544
2023
Q1 		$338K Sell
11,621
-1,454
-11% -$48.8K 0.01% 584
2022
Q4 		$430K Sell
13,075
-9,590
-42% -$328K 0.02% 469
2022
Q3 		$639K Buy
22,665
+5,972
+36% +$193K 0.03% 310
2022
Q2 		$461K Sell
16,693
-1,948
-10% -$67.6K 0.02% 410
2022
Q1 		$649K Buy
18,641
+6,616
+55% +$277K 0.02% 364
2021
Q4 		$558K Sell
12,025
-1,453
-11% -$69.9K 0.02% 423
2021
Q3 		$659K Sell
13,478
-2,699
-17% -$131K 0.02% 316
2021
Q2 		$785K Buy
16,177
+1,607
+11% +$73.2K 0.03% 281
2021
Q1 		$592K Buy
14,570
+2,565
+21% +$98.9K 0.02% 327
2020
Q4 		$417K Buy
12,005
+1,135
+10% +$34.1K 0.02% 412
2020
Q3 		$284K Buy
+10,870
New +$264K 0.01% 464

Other funds holding SYF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Diversified Trust's SYF Position: Q2 2026 in Review

Diversified Trust increased its Synchrony (SYF) stake by 3% in Q2 2026, buying an estimated $8.59K and bringing the position to 4,074 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #903.

Diversified Trust first reported a position in SYF in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.79M in Q3 2024. 130 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Diversified Trust held 4,074 shares of Synchrony worth $310K as of Q2 2026.
  • Diversified Trust bought 117 Synchrony shares in Q2 2026, an estimated $8.59K.
  • Synchrony made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #903 holding.
  • Diversified Trust first reported a position in Synchrony in Q3 2020 and has held it in 23 quarters since.
  • Diversified Trust's Synchrony position peaked at $2.79M in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.