Gladstone Institutional Advisory’s Synchrony SYF Stock Holding History

Gladstone Institutional Advisory’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	$531K	Buy	+6,981	New	+$513K	0.02%	576
2026 Q1	–	Sell	-7,862	Closed	-$656K	–	886
2025 Q4	$656K	Buy	7,862 +389	+5%	+$29.7K	0.02%	448
2025 Q3	$531K	Buy	+7,473	New	+$541K	0.02%	502
2025 Q2	–	Sell	-7,769	Closed	-$411K	–	784
2025 Q1	$411K	Sell	7,769 -1,521	-16%	-$94.1K	0.02%	514
2024 Q4	$604K	Buy	9,290 +176	+2%	+$10.8K	0.03%	425
2024 Q3	$455K	Buy	+9,114	New	+$441K	0.02%	475

Other funds holding SYF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Gladstone Institutional Advisory's SYF Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Synchrony (SYF) in Q2 2026: 6,981 shares worth $531K. The stake represents 0.02% of the portfolio and ranks #576 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in SYF as recently as Q4 2025.

Gladstone Institutional Advisory first reported a position in SYF in Q3 2024 and has held it in 6 quarters since. The position peaked at $656K in Q4 2025. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Gladstone Institutional Advisory held 6,981 shares of Synchrony worth $531K as of Q2 2026.
Synchrony was a new Gladstone Institutional Advisory position in Q2 2026.
Synchrony made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #576 holding.
Gladstone Institutional Advisory first reported a position in Synchrony in Q3 2024 and has held it in 6 quarters since.
Gladstone Institutional Advisory's Synchrony position peaked at $656K in Q4 2025.
998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.