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Fortem Financial Group’s Synchrony SYF Stock Holding History

Fortem Financial Group’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 		– Sell
-2,906
Closed -$242K – 184
2025
Q4 		$242K Sell
2,906
-1,005
-26% -$76.8K 0.06% 150
2025
Q3 		$278K Sell
3,911
-2,801
-42% -$203K 0.08% 138
2025
Q2 		$448K Sell
6,712
-246
-4% -$13.8K 0.14% 114
2025
Q1 		$368K Sell
6,958
-1,038
-13% -$64.2K 0.14% 140
2024
Q4 		$520K Buy
7,996
+1
+0% +$61 0.2% 116
2024
Q3 		$399K Sell
7,995
-18,809
-70% -$910K 0.16% 130
2024
Q2 		$1.26M Sell
26,804
-558
-2% -$24.2K 0.54% 59
2024
Q1 		$1.18M Buy
27,362
+1,994
+8% +$79.4K 0.52% 67
2023
Q4 		$969K Sell
25,368
-3,358
-12% -$106K 0.48% 71
2023
Q3 		$878K Sell
28,726
-8,338
-22% -$277K 0.52% 63
2023
Q2 		$1.26M Sell
37,064
-1,176
-3% -$35.9K 0.75% 37
2023
Q1 		$1.11M Buy
38,240
+721
+2% +$24.2K 0.72% 43
2022
Q4 		$1.23M Buy
37,519
+1,384
+4% +$47.4K 0.72% 40
2022
Q3 		$1.02M Buy
+36,135
New +$1.17M 0.71% 42

Other funds holding SYF

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fortem Financial Group's SYF Position: Q1 2026 in Review

Fortem Financial Group sold out of Synchrony (SYF) in Q1 2026, closing a stake of 2,906 shares — an estimated $242K sold.

Fortem Financial Group first reported a position in SYF in Q3 2022 and held it in 14 quarters. The position peaked at $1.26M in Q2 2024. 968 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Fortem Financial Group reported no remaining Synchrony position as of Q1 2026 after selling out during the quarter.
  • Fortem Financial Group sold 2,906 Synchrony shares in Q1 2026, an estimated $242K.
  • Fortem Financial Group first reported a position in Synchrony in Q3 2022 and held it in 14 quarters.
  • Fortem Financial Group's Synchrony position peaked at $1.26M in Q2 2024.
  • 968 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.