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GoalVest Advisory’s Synchrony SYF Stock Holding History

GoalVest 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 		$7.61K Buy
+100
New +$7.34K ﹤0.01% 362
2022
Q3 		– Sell
-16
Closed – – 304
2022
Q2 		$0 Hold
16
– – ﹤0.01% 517
2022
Q1 		$1K Buy
+16
New +$669 ﹤0.01% 362
2021
Q2 		$6K Buy
+117
New +$5.33K ﹤0.01% 213

Other funds holding SYF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

GoalVest Advisory's SYF Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Synchrony (SYF) in Q2 2026: 100 shares worth $7.61K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in SYF as recently as Q2 2022.

GoalVest Advisory first reported a position in SYF in Q2 2021 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • GoalVest Advisory held 100 shares of Synchrony worth $7.61K as of Q2 2026.
  • Synchrony was a new GoalVest Advisory position in Q2 2026.
  • Synchrony made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #362 holding.
  • GoalVest Advisory first reported a position in Synchrony in Q2 2021 and has held it in 4 quarters since.
  • 130 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.