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HCR Wealth Advisors’s Synchrony SYF Stock Holding History

HCR Wealth Advisors’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 		$212K Buy
+2,787
New +$205K 0.02% 250
2026
Q1 		– Sell
-2,787
Closed -$233K – 260
2025
Q4 		$233K Buy
+2,787
New +$213K 0.02% 227

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

HCR Wealth Advisors's SYF Position: Q2 2026 in Review

HCR Wealth Advisors opened a new position in Synchrony (SYF) in Q2 2026: 2,787 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #250 among its holdings. This is a return to the name: HCR Wealth Advisors previously reported a position in SYF as recently as Q4 2025.

HCR Wealth Advisors first reported a position in SYF in Q4 2025 and has held it in 2 quarters since. The position peaked at $233K in Q4 2025. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • HCR Wealth Advisors held 2,787 shares of Synchrony worth $212K as of Q2 2026.
  • Synchrony was a new HCR Wealth Advisors position in Q2 2026.
  • Synchrony made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #250 holding.
  • HCR Wealth Advisors first reported a position in Synchrony in Q4 2025 and has held it in 2 quarters since.
  • HCR Wealth Advisors's Synchrony position peaked at $233K in Q4 2025.
  • 998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.