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HB Wealth Management’s Synchrony SYF Stock Holding History

HB 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 		$1.44M Sell
18,879
-478
-2% -$35.1K 0.01% 592
2026
Q1 		$1.32M Buy
19,357
+4,068
+27% +$296K 0.01% 565
2025
Q4 		$1.28M Buy
15,289
+1,625
+12% +$124K 0.01% 551
2025
Q3 		$971K Buy
13,664
+1,881
+16% +$136K 0.01% 615
2025
Q2 		$786K Buy
11,783
+3,829
+48% +$214K 0.01% 603
2025
Q1 		$421K Buy
7,954
+1,617
+26% +$100K ﹤0.01% 822
2024
Q4 		$412K Buy
6,337
+13
+0.2% +$796 ﹤0.01% 691
2024
Q3 		$315K Buy
6,324
+106
+2% +$5.13K ﹤0.01% 742
2024
Q2 		$293K Buy
6,218
+696
+13% +$30.2K ﹤0.01% 717
2024
Q1 		$238K Buy
5,522
+28
+0.5% +$1.11K ﹤0.01% 739
2023
Q4 		$210K Sell
5,494
-2,616
-32% -$82.8K ﹤0.01% 729
2023
Q3 		$248K Sell
8,110
-46
-0.6% -$1.53K ﹤0.01% 628
2023
Q2 		$277K Buy
+8,156
New +$249K ﹤0.01% 571
2023
Q1 		– Sell
-6,675
Closed -$219K – 740
2022
Q4 		$219K Buy
+6,675
New +$229K ﹤0.01% 622

Other funds holding SYF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
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

HB Wealth Management's SYF Position: Q2 2026 in Review

HB Wealth Management reduced its Synchrony (SYF) stake by 2.5% in Q2 2026, selling an estimated $35.1K and leaving 18,879 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #592.

HB Wealth Management first reported a position in SYF in Q4 2022 and has held it in 14 quarters since. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • HB Wealth Management held 18,879 shares of Synchrony worth $1.44M as of Q2 2026.
  • HB Wealth Management sold 478 Synchrony shares in Q2 2026, an estimated $35.1K.
  • Synchrony made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #592 holding.
  • HB Wealth Management first reported a position in Synchrony in Q4 2022 and has held it in 14 quarters since.
  • 998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.