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GDS Wealth Management’s Synchrony SYF Stock Holding History

GDS Wealth 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
Q2 		$2.04M Sell
26,778
-1,273
-5% -$93.5K 0.1% 80
2026
Q1 		$1.91M Sell
28,051
-1,350
-5% -$98.2K 0.11% 75
2025
Q4 		$2.45M Sell
29,401
-1,300
-4% -$99.4K 0.15% 78
2025
Q3 		$2.18M Sell
30,701
-409
-1% -$29.6K 0.14% 80
2025
Q2 		$2.08M Sell
31,110
-1,378
-4% -$77K 0.15% 80
2025
Q1 		$1.72M Sell
32,488
-1,172
-3% -$72.5K 0.15% 83
2024
Q4 		$2.19M Sell
33,660
-645
-2% -$39.5K 0.2% 74
2024
Q3 		$1.71M Sell
34,305
-2,734
-7% -$132K 0.17% 64
2024
Q2 		$1.75M Sell
37,039
-1,827
-5% -$79.3K 0.19% 59
2024
Q1 		$1.68M Sell
38,866
-5,788
-13% -$231K 0.2% 58
2023
Q4 		$1.71M Sell
44,654
-3,118
-7% -$98.7K 0.23% 55
2023
Q3 		$1.46M Sell
47,772
-5,533
-10% -$184K 0.23% 51
2023
Q2 		$1.81M Sell
53,305
-14,997
-22% -$458K 0.29% 53
2023
Q1 		$1.99M Sell
68,302
-55,074
-45% -$1.85M 0.35% 49
2022
Q4 		$4.05M Sell
123,376
-43,855
-26% -$1.5M 0.77% 43
2022
Q3 		$4.71M Sell
167,231
-13,643
-8% -$440K 1.05% 36
2022
Q2 		$5M Buy
180,874
+58,151
+47% +$2.02M 1.12% 33
2022
Q1 		$4.91M Buy
122,723
+6,071
+5% +$254K 1.08% 25
2021
Q4 		$5.41M Buy
+116,652
New +$5.61M 1.21% 23

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 $3.37T 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
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

GDS Wealth Management's SYF Position: Q2 2026 in Review

GDS Wealth Management reduced its Synchrony (SYF) stake by 4.5% in Q2 2026, selling an estimated $93.5K and leaving 26,778 shares worth $2.04M. The position accounts for 0.1% of the portfolio, ranked #80.

GDS Wealth Management first reported a position in SYF in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.41M in Q4 2021. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • GDS Wealth Management held 26,778 shares of Synchrony worth $2.04M as of Q2 2026.
  • GDS Wealth Management sold 1,273 Synchrony shares in Q2 2026, an estimated $93.5K.
  • Synchrony made up 0.1% of GDS Wealth Management's portfolio in Q2 2026, its #80 holding.
  • GDS Wealth Management first reported a position in Synchrony in Q4 2021 and has held it in 19 quarters since.
  • GDS Wealth Management's Synchrony position peaked at $5.41M in Q4 2021.
  • 1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.