EFG
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Elevated Financial Group’s Synchrony SYF Stock Holding History

Elevated Financial Group’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 		$871K Buy
11,456
+2,721
+31% +$200K 0.24% 50
2026
Q1 		$594K Sell
8,735
-11
-0.1% -$800 0.19% 64
2025
Q4 		$730K Buy
+8,746
New +$668K 0.25% 52

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

Elevated Financial Group's SYF Position: Q2 2026 in Review

Elevated Financial Group increased its Synchrony (SYF) stake by 31% in Q2 2026, buying an estimated $200K and bringing the position to 11,456 shares worth $871K. The position accounts for 0.24% of the portfolio, ranked #50.

Elevated Financial Group first reported a position in SYF in Q4 2025 and has held it in 3 quarters since. 996 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Elevated Financial Group held 11,456 shares of Synchrony worth $871K as of Q2 2026.
  • Elevated Financial Group bought 2,721 Synchrony shares in Q2 2026, an estimated $200K.
  • Synchrony made up 0.24% of Elevated Financial Group's portfolio in Q2 2026, its #50 holding.
  • Elevated Financial Group first reported a position in Synchrony in Q4 2025 and has held it in 3 quarters since.
  • 996 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.