Forum Financial Management’s Synchrony SYF Stock Holding History

Forum Financial Management’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	-10,532	Closed	-$879K	–	907
2025 Q4	$879K	Buy	10,532 +2	+0%	+$153	0.01%	277
2025 Q3	$748K	Buy	10,530 +21	+0.2%	+$1.52K	0.01%	310
2025 Q2	$701K	Buy	10,509 +2,017	+24%	+$113K	0.01%	300
2025 Q1	$450K	Buy	8,492 +85	+1%	+$5.26K	0.01%	414
2024 Q4	$546K	Buy	8,407 +6	+0.1%	+$367	0.01%	347
2024 Q3	$419K	Buy	8,401 +14	+0.2%	+$677	0.01%	384
2024 Q2	$396K	Buy	8,387 +42	+0.5%	+$1.82K	0.01%	391
2024 Q1	$360K	Hold	8,345	–	–	0.01%	434
2023 Q4	$319K	Hold	8,345	–	–	0.01%	433
2023 Q3	$255K	Hold	8,345	–	–	0.01%	479
2023 Q2	$283K	Buy	8,345 +8	+0.1%	+$244	0.01%	456
2023 Q1	$242K	Hold	8,337	–	–	0.01%	468
2022 Q4	$274K	Hold	8,337	–	–	0.01%	420
2022 Q3	$235K	Hold	8,337	–	–	0.01%	438
2022 Q2	$230K	Sell	8,337 -231	-3%	-$8.02K	0.01%	457
2022 Q1	$298K	Hold	8,568	–	–	0.01%	396
2021 Q4	$397K	Buy	+8,568	New	+$412K	0.02%	310

Other funds holding SYF

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's SYF Position: Q1 2026 in Review

Forum Financial Management sold out of Synchrony (SYF) in Q1 2026, closing a stake of 10,532 shares — an estimated $879K sold.

Forum Financial Management first reported a position in SYF in Q4 2021 and held it in 17 quarters. The position peaked at $879K in Q4 2025. 968 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Forum Financial Management reported no remaining Synchrony position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 10,532 Synchrony shares in Q1 2026, an estimated $879K.
Forum Financial Management first reported a position in Synchrony in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Synchrony position peaked at $879K in Q4 2025.
968 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.