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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
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

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

GDS Wealth Management's SYF Position: Q1 2026 in Review

GDS Wealth Management reduced its Synchrony (SYF) stake by 4.6% in Q1 2026, selling an estimated $98.2K and leaving 28,051 shares worth $1.91M. The position accounts for 0.11% of the portfolio, ranked #75.

GDS Wealth Management first reported a position in SYF in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.41M in Q4 2021. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • GDS Wealth Management held 28,051 shares of Synchrony worth $1.91M as of Q1 2026.
  • GDS Wealth Management sold 1,350 Synchrony shares in Q1 2026, an estimated $98.2K.
  • Synchrony made up 0.11% of GDS Wealth Management's portfolio in Q1 2026, its #75 holding.
  • GDS Wealth Management first reported a position in Synchrony in Q4 2021 and has held it in 18 quarters since.
  • GDS Wealth Management's Synchrony position peaked at $5.41M in Q4 2021.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.