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EP Wealth Advisors’s Synchrony SYF Stock Holding History

EP Wealth Advisors’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 		$540K Buy
7,097
+1,553
+28% +$114K ﹤0.01% 998
2026
Q1 		$377K Sell
5,544
-1,209
-18% -$87.9K ﹤0.01% 1039
2025
Q4 		$563K Buy
+6,753
New +$516K ﹤0.01% 825
2025
Q2 		$285K Buy
+4,268
New +$239K ﹤0.01% 1050
2025
Q1 		– Sell
-4,294
Closed -$279K – 1368
2024
Q4 		$279K Sell
4,294
-464
-10% -$28.4K ﹤0.01% 900
2024
Q3 		$237K Buy
+4,758
New +$230K ﹤0.01% 962

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

EP Wealth Advisors's SYF Position: Q2 2026 in Review

EP Wealth Advisors increased its Synchrony (SYF) stake by 28% in Q2 2026, buying an estimated $114K and bringing the position to 7,097 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

EP Wealth Advisors first reported a position in SYF in Q3 2024 and has held it in 6 quarters since. The position peaked at $563K in Q4 2025. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • EP Wealth Advisors held 7,097 shares of Synchrony worth $540K as of Q2 2026.
  • EP Wealth Advisors bought 1,553 Synchrony shares in Q2 2026, an estimated $114K.
  • Synchrony made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #998 holding.
  • EP Wealth Advisors first reported a position in Synchrony in Q3 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Synchrony position peaked at $563K in Q4 2025.
  • 998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.