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 Q2	$1.92M	Sell	25,246 -897	-3%	-$65.9K	0.17%	53
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Estate Counselors's SYF Position: Q2 2026 in Review

Estate Counselors reduced its Synchrony (SYF) stake by 3.4% in Q2 2026, selling an estimated $65.9K and leaving 25,246 shares worth $1.92M. The position accounts for 0.17% of the portfolio, ranked #53.

Estate Counselors first reported a position in SYF in Q1 2020 and has held it in 14 quarters since. 1,007 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Estate Counselors held 25,246 shares of Synchrony worth $1.92M as of Q2 2026.
Estate Counselors sold 897 Synchrony shares in Q2 2026, an estimated $65.9K.
Synchrony made up 0.17% of Estate Counselors's portfolio in Q2 2026, its #53 holding.
Estate Counselors first reported a position in Synchrony in Q1 2020 and has held it in 14 quarters since.
1,007 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.