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Evolve Private Wealth’s Synchrony SYF Stock Holding History

Evolve Private 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
Q2 		$5.68M Sell
74,730
-6,236
-8% -$458K 0.35% 48
2026
Q1 		$5.51M Buy
80,966
+932
+1% +$67.8K 0.29% 55
2025
Q4 		$6.68M Buy
+80,034
New +$6.12M 0.4% 39

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's SYF Position: Q2 2026 in Review

Evolve Private Wealth reduced its Synchrony (SYF) stake by 7.7% in Q2 2026, selling an estimated $458K and leaving 74,730 shares worth $5.68M. The position accounts for 0.35% of the portfolio, ranked #48.

Evolve Private Wealth first reported a position in SYF in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.68M in Q4 2025. 1,007 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Evolve Private Wealth held 74,730 shares of Synchrony worth $5.68M as of Q2 2026.
  • Evolve Private Wealth sold 6,236 Synchrony shares in Q2 2026, an estimated $458K.
  • Synchrony made up 0.35% of Evolve Private Wealth's portfolio in Q2 2026, its #48 holding.
  • Evolve Private Wealth first reported a position in Synchrony in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Synchrony position peaked at $6.68M in Q4 2025.
  • 1,007 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

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