GeoWealth Management’s Synchrony SYF Stock Holding History

GeoWealth 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
2025 Q3	–	Sell	-216	Closed	-$14.4K	–	1177
2025 Q2	$14.4K	Buy	+216	New	+$12.1K	﹤0.01%	1098
2025 Q1	–	Sell	-779	Closed	-$50.6K	–	1722
2024 Q4	$50.6K	Sell	779 -101	-11%	-$6.18K	﹤0.01%	1156
2024 Q3	$43.9K	Buy	+880	New	+$42.6K	﹤0.01%	1114

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GeoWealth Management's SYF Position: Q3 2025 in Review

GeoWealth Management sold out of Synchrony (SYF) in Q3 2025, closing a stake of 216 shares — an estimated $14.4K sold.

GeoWealth Management first reported a position in SYF in Q3 2024 and held it in 3 quarters. The position peaked at $50.6K in Q4 2024. 926 funds tracked by Wall St. Rank hold SYF as of Q3 2025.

GeoWealth Management reported no remaining Synchrony position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 216 Synchrony shares in Q3 2025, an estimated $14.4K.
GeoWealth Management first reported a position in Synchrony in Q3 2024 and held it in 3 quarters.
GeoWealth Management's Synchrony position peaked at $50.6K in Q4 2024.
926 funds tracked by Wall St. Rank held Synchrony as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.