Golden State Wealth Management’s Synchrony SYF Stock Holding History

Golden State 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	$17.4K	Buy	228 +66	+41%	+$4.85K	﹤0.01%	979
2026 Q1	$11K	Sell	162 -31	-16%	-$2.25K	﹤0.01%	1068
2025 Q4	$16.2K	Hold	193	–	–	﹤0.01%	977
2025 Q3	$13.7K	Hold	193	–	–	﹤0.01%	1012
2025 Q2	$12.9K	Hold	193	–	–	﹤0.01%	1009
2025 Q1	$10.2K	Buy	193 +32	+20%	+$1.98K	﹤0.01%	1000
2024 Q4	$10.5K	Buy	+161	New	+$9.86K	﹤0.01%	954
2019 Q4	–	Sell	-102	Closed	-$3K	–	828
2019 Q3	$3K	Sell	102 -98	-49%	-$3.36K	﹤0.01%	936
2019 Q2	$6K	Sell	200 -400	-67%	-$13.6K	﹤0.01%	848
2019 Q1	$19K	Buy	+600	New	+$18K	0.01%	644

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

Golden State Wealth Management's SYF Position: Q2 2026 in Review

Golden State Wealth Management increased its Synchrony (SYF) stake by 41% in Q2 2026, buying an estimated $4.85K and bringing the position to 228 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Golden State Wealth Management first reported a position in SYF in Q1 2019 and has held it in 10 quarters since. The position peaked at $19K in Q1 2019. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Golden State Wealth Management held 228 shares of Synchrony worth $17.4K as of Q2 2026.
Golden State Wealth Management bought 66 Synchrony shares in Q2 2026, an estimated $4.85K.
Synchrony made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #979 holding.
Golden State Wealth Management first reported a position in Synchrony in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Synchrony position peaked at $19K in Q1 2019.
998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.