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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
Q3 		$77.9K Buy
1,098
+405
+58% +$30.8K 0.02% 252
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Elevation Wealth Partners's SYF Position: Q3 2026 in Review

Elevation Wealth Partners increased its Synchrony (SYF) stake by 58% in Q3 2026, buying an estimated $30.8K and bringing the position to 1,098 shares worth $77.9K. The position accounts for 0.02% of the portfolio, ranked #252.

Elevation Wealth Partners first reported a position in SYF in Q1 2023 and has held it in 15 quarters since. 25 funds tracked by Wall St. Rank hold SYF as of Q3 2026.

  • Elevation Wealth Partners held 1,098 shares of Synchrony worth $77.9K as of Q3 2026.
  • Elevation Wealth Partners bought 405 Synchrony shares in Q3 2026, an estimated $30.8K.
  • Synchrony made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #252 holding.
  • Elevation Wealth Partners first reported a position in Synchrony in Q1 2023 and has held it in 15 quarters since.
  • 25 funds tracked by Wall St. Rank held Synchrony as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.