Estate Counselors’s Synchrony SYF Stock Holding History

Estate Counselors’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	$1.78M	Buy	+26,143	New	+$1.9M	0.16%	53
2023 Q1	–	Sell	-27,123	Closed	-$891K	–	163
2022 Q4	$891K	Sell	27,123 -2,768	-9%	-$94.8K	0.12%	110
2022 Q3	$842K	Hold	29,891	–	–	0.13%	95
2022 Q2	$825K	Buy	29,891 +105	+0.4%	+$3.65K	0.12%	98
2022 Q1	$1.04M	Hold	29,786	–	–	0.13%	86
2021 Q4	$1.38M	Buy	29,786 +148	+0.5%	+$7.12K	0.17%	72
2021 Q3	$1.45M	Buy	29,638 +250	+0.9%	+$12.1K	0.18%	67
2021 Q2	$1.43M	Buy	29,388 +540	+2%	+$24.6K	0.19%	63
2021 Q1	$1.17M	Sell	28,848 -10,650	-27%	-$411K	0.17%	67
2020 Q4	$1.37M	Buy	39,498 +8,042	+26%	+$242K	0.21%	59
2020 Q3	$823K	Buy	31,456 +3,418	+12%	+$83K	0.13%	62
2020 Q2	$621K	Buy	28,038 +12,768	+84%	+$249K	0.1%	77
2020 Q1	$246K	Buy	+15,270	New	+$445K	0.04%	125

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

Estate Counselors's SYF Position: Q1 2026 in Review

Estate Counselors opened a new position in Synchrony (SYF) in Q1 2026: 26,143 shares worth $1.78M. The stake represents 0.16% of the portfolio and ranks #53 among its holdings. This is a return to the name: Estate Counselors previously reported a position in SYF as recently as Q4 2022.

Estate Counselors first reported a position in SYF in Q1 2020 and has held it in 13 quarters since. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Estate Counselors held 26,143 shares of Synchrony worth $1.78M as of Q1 2026.
Synchrony was a new Estate Counselors position in Q1 2026.
Synchrony made up 0.16% of Estate Counselors's portfolio in Q1 2026, its #53 holding.
Estate Counselors first reported a position in Synchrony in Q1 2020 and has held it in 13 quarters since.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.