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Flagship Wealth Advisors’s Synchrony SYF Stock Holding History

Flagship 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
Q1 		$15.8K Hold
237
– – 0.01% 268
2025
Q4 		$19.8K Hold
237
– – 0.01% 282
2025
Q3 		$16.8K Hold
237
– – 0.01% 300
2025
Q2 		$15.8K Buy
+237
New +$13.3K 0.01% 284

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

Flagship Wealth Advisors's SYF Position: Q1 2026 in Review

Flagship Wealth Advisors held its Synchrony (SYF) position steady in Q1 2026 at 237 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #268.

Flagship Wealth Advisors first reported a position in SYF in Q2 2025 and has held it in 4 quarters since. The position peaked at $19.8K in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Flagship Wealth Advisors held 237 shares of Synchrony worth $15.8K as of Q1 2026.
  • Flagship Wealth Advisors left its Synchrony share count unchanged in Q1 2026.
  • Synchrony made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #268 holding.
  • Flagship Wealth Advisors first reported a position in Synchrony in Q2 2025 and has held it in 4 quarters since.
  • Flagship Wealth Advisors's Synchrony position peaked at $19.8K in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.