Evoke Wealth’s Synchrony SYF Stock Holding History

Evoke Wealth’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	$259K	Buy	3,803 +1,019	+37%	+$74.1K	﹤0.01%	585
2025 Q4	$232K	Buy	+2,784	New	+$213K	﹤0.01%	594
2022 Q4	–	Sell	-57	Closed	-$2K	–	1051
2022 Q3	$2K	Sell	57 -690	-92%	-$22.3K	﹤0.01%	1076
2022 Q2	$21K	Buy	747 +680	+1,015%	+$23.6K	﹤0.01%	641
2022 Q1	$2K	Sell	67 -138	-67%	-$5.77K	﹤0.01%	1073
2021 Q4	$10K	Buy	205 +179	+688%	+$8.61K	﹤0.01%	795
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	1108
2021 Q2	$1K	Sell	26 -10	-28%	-$456	﹤0.01%	1145
2021 Q1	$1K	Hold	36	–	–	﹤0.01%	1138
2020 Q4	$1K	Hold	36	–	–	﹤0.01%	1000
2020 Q3	$1K	Hold	36	–	–	﹤0.01%	978
2020 Q2	$1K	Sell	36 -5	-12%	-$97	﹤0.01%	1031
2020 Q1	$663	Sell	41 -274	-87%	-$7.99K	﹤0.01%	991
2019 Q4	$11.3K	Buy	315 +126	+67%	+$4.51K	﹤0.01%	713
2019 Q3	$6.45K	Buy	+189	New	+$6.48K	﹤0.01%	937

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

Evoke Wealth's SYF Position: Q1 2026 in Review

Evoke Wealth increased its Synchrony (SYF) stake by 37% in Q1 2026, buying an estimated $74.1K and bringing the position to 3,803 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Evoke Wealth first reported a position in SYF in Q3 2019 and has held it in 15 quarters since. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Evoke Wealth held 3,803 shares of Synchrony worth $259K as of Q1 2026.
Evoke Wealth bought 1,019 Synchrony shares in Q1 2026, an estimated $74.1K.
Synchrony made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #585 holding.
Evoke Wealth first reported a position in Synchrony in Q3 2019 and has held it in 15 quarters since.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.