Edgestream Partners’s Synchrony SYF Stock Holding History

Edgestream Partners’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	-109,687	Closed	-$9.15M	–	1102
2025 Q4	$9.15M	Sell	109,687 -2,454	-2%	-$188K	0.26%	80
2025 Q3	$7.97M	Sell	112,141 -22,708	-17%	-$1.65M	0.23%	114
2025 Q2	$9M	Sell	134,849 -97,312	-42%	-$5.44M	0.25%	99
2025 Q1	$12.3M	Buy	232,161 +214,910	+1,246%	+$13.3M	0.42%	17
2024 Q4	$1.12M	Buy	+17,251	New	+$1.06M	0.05%	542
2024 Q2	–	Sell	-88,622	Closed	-$3.82M	–	1027
2024 Q1	$3.82M	Buy	88,622 +76,798	+650%	+$3.06M	0.19%	177
2023 Q4	$452K	Sell	11,824 -9,440	-44%	-$299K	0.03%	635
2023 Q3	$650K	Sell	21,264 -16,101	-43%	-$536K	0.05%	524
2023 Q2	$1.27M	Buy	+37,365	New	+$1.14M	0.11%	306

Other funds holding SYF

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edgestream Partners's SYF Position: Q1 2026 in Review

Edgestream Partners sold out of Synchrony (SYF) in Q1 2026, closing a stake of 109,687 shares — an estimated $9.15M sold.

Edgestream Partners first reported a position in SYF in Q2 2023 and held it in 9 quarters. The position peaked at $12.3M in Q1 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Edgestream Partners reported no remaining Synchrony position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 109,687 Synchrony shares in Q1 2026, an estimated $9.15M.
Edgestream Partners first reported a position in Synchrony in Q2 2023 and held it in 9 quarters.
Edgestream Partners's Synchrony position peaked at $12.3M in Q1 2025.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.