EWA
SYF icon

EverSource Wealth Advisors’s Synchrony SYF Stock Holding History

EverSource 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 		$352K Sell
4,632
-1,956
-30% -$144K 0.01% 728
2026
Q1 		$448K Buy
6,588
+970
+17% +$70.5K 0.01% 645
2025
Q4 		$469K Buy
5,618
+231
+4% +$17.7K 0.02% 565
2025
Q3 		$383K Buy
5,387
+342
+7% +$24.8K 0.02% 608
2025
Q2 		$337K Buy
5,045
+3,841
+319% +$215K 0.02% 622
2025
Q1 		$63.7K Buy
1,204
+394
+49% +$24.4K ﹤0.01% 1122
2024
Q4 		$52.6K Buy
810
+257
+46% +$15.7K ﹤0.01% 1166
2024
Q3 		$27.6K Sell
553
-40
-7% -$1.94K ﹤0.01% 1332
2024
Q2 		$30.1K Sell
593
-53
-8% -$2.3K ﹤0.01% 1317
2024
Q1 		$28.4K Sell
646
-1,365
-68% -$54.4K ﹤0.01% 1207
2023
Q4 		$76.8K Sell
2,011
-268
-12% -$8.48K 0.01% 739
2023
Q3 		$69.7K Sell
2,279
-256
-10% -$8.52K 0.01% 700
2023
Q2 		$86K Buy
2,535
+105
+4% +$3.21K 0.01% 632
2023
Q1 		$70.7K Sell
2,430
-657
-21% -$22.1K 0.01% 666
2022
Q4 		$101K Buy
3,087
+869
+39% +$29.8K 0.02% 500
2022
Q3 		$63K Sell
2,218
-1,066
-32% -$34.4K 0.01% 575
2022
Q2 		$91K Buy
3,284
+1,527
+87% +$53K 0.02% 402
2022
Q1 		$61K Buy
1,757
+1,663
+1,769% +$69.6K 0.02% 431
2021
Q4 		$5K Buy
+94
New +$4.52K ﹤0.01% 1279

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

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

EverSource Wealth Advisors reduced its Synchrony (SYF) stake by 30% in Q2 2026, selling an estimated $144K and leaving 4,632 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #728.

EverSource Wealth Advisors first reported a position in SYF in Q4 2021 and has held it in 19 quarters since. The position peaked at $469K in Q4 2025. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • EverSource Wealth Advisors held 4,632 shares of Synchrony worth $352K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,956 Synchrony shares in Q2 2026, an estimated $144K.
  • Synchrony made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #728 holding.
  • EverSource Wealth Advisors first reported a position in Synchrony in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Synchrony position peaked at $469K in Q4 2025.
  • 998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.