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Elevation Wealth Partners’s Synchrony SYF Stock Holding History

Elevation Wealth 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
Q2 		$52.7K Buy
693
+275
+66% +$20.2K 0.02% 292
2026
Q1 		$28.4K Buy
418
+36
+9% +$2.62K 0.01% 317
2025
Q4 		$31.9K Sell
382
-44
-10% -$3.36K 0.01% 295
2025
Q3 		$30.3K Buy
426
+44
+12% +$3.19K 0.01% 296
2025
Q2 		$25.5K Hold
382
– – 0.01% 300
2025
Q1 		$20.2K Hold
382
– – 0.01% 311
2024
Q4 		$24.8K Hold
382
– – 0.01% 295
2024
Q3 		$19.1K Hold
382
– – 0.01% 303
2024
Q2 		$18K Hold
382
– – 0.01% 296
2024
Q1 		$16.5K Sell
382
-254
-40% -$10.1K 0.01% 310
2023
Q4 		$19.4K Hold
636
– – 0.01% 284
2023
Q3 		$19.4K Hold
636
– – 0.02% 208
2023
Q2 		$21.6K Hold
636
– – 0.02% 209
2023
Q1 		$18.5K Buy
+636
New +$21.4K 0.02% 224

Other funds holding SYF

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Elevation Wealth Partners's SYF Position: Q2 2026 in Review

Elevation Wealth Partners increased its Synchrony (SYF) stake by 66% in Q2 2026, buying an estimated $20.2K and bringing the position to 693 shares worth $52.7K. The position accounts for 0.02% of the portfolio, ranked #292.

Elevation Wealth Partners first reported a position in SYF in Q1 2023 and has held it in 14 quarters since. 334 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Elevation Wealth Partners held 693 shares of Synchrony worth $52.7K as of Q2 2026.
  • Elevation Wealth Partners bought 275 Synchrony shares in Q2 2026, an estimated $20.2K.
  • Synchrony made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #292 holding.
  • Elevation Wealth Partners first reported a position in Synchrony in Q1 2023 and has held it in 14 quarters since.
  • 334 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.