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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evolve Private Wealth's SYF Position: Q1 2026 in Review

Evolve Private Wealth increased its Synchrony (SYF) stake by 1.2% in Q1 2026, buying an estimated $67.8K and bringing the position to 80,966 shares worth $5.51M. The position accounts for 0.29% of the portfolio, ranked #55.

Evolve Private Wealth first reported a position in SYF in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.68M in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Evolve Private Wealth held 80,966 shares of Synchrony worth $5.51M as of Q1 2026.
  • Evolve Private Wealth bought 932 Synchrony shares in Q1 2026, an estimated $67.8K.
  • Synchrony made up 0.29% of Evolve Private Wealth's portfolio in Q1 2026, its #55 holding.
  • Evolve Private Wealth first reported a position in Synchrony in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Synchrony position peaked at $6.68M in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.