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Dogwood Wealth Management’s Synchrony SYF Stock Holding History

Dogwood 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 		$2.66K Hold
35
– – ﹤0.01% 617
2026
Q1 		$2.38K Sell
35
-5
-13% -$364 ﹤0.01% 610
2025
Q4 		$3.34K Buy
40
+24
+150% +$1.83K ﹤0.01% 484
2025
Q3 		$1.14K Buy
16
+10
+167% +$725 ﹤0.01% 589
2025
Q2 		$416 Sell
6
-23
-79% -$1.29K ﹤0.01% 636
2025
Q1 		$1.53K Buy
+29
New +$1.79K ﹤0.01% 394
2024
Q3 		– Hold
0
– – – 420
2024
Q2 		– Hold
0
– – – 444
2024
Q1 		– Hold
0
– – – 539
2023
Q4 		– Hold
0
– – – 507

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

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

Dogwood Wealth Management held its Synchrony (SYF) position steady in Q2 2026 at 35 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Dogwood Wealth Management first reported a position in SYF in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.34K in Q4 2025. 996 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Dogwood Wealth Management held 35 shares of Synchrony worth $2.66K as of Q2 2026.
  • Dogwood Wealth Management left its Synchrony share count unchanged in Q2 2026.
  • Synchrony made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #617 holding.
  • Dogwood Wealth Management first reported a position in Synchrony in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Synchrony position peaked at $3.34K in Q4 2025.
  • 996 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.