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Helix Partners Management’s Synchrony SYF Stock Holding History

Helix Partners 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
Q1 		$5.24M Buy
77,000
+33,000
+75% +$2.4M 1.4% 9
2025
Q4 		$3.67M Buy
+44,000
New +$3.36M 1.23% 8

Other funds holding SYF

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Helix Partners Management's SYF Position: Q1 2026 in Review

Helix Partners Management increased its Synchrony (SYF) stake by 75% in Q1 2026, buying an estimated $2.4M and bringing the position to 77,000 shares worth $5.24M. The position accounts for 1.4% of the portfolio, ranked #9.

Helix Partners Management first reported a position in SYF in Q4 2025 and has held it in 2 quarters since. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Helix Partners Management held 77,000 shares of Synchrony worth $5.24M as of Q1 2026.
  • Helix Partners Management bought 33,000 Synchrony shares in Q1 2026, an estimated $2.4M.
  • Synchrony made up 1.4% of Helix Partners Management's portfolio in Q1 2026, its #9 holding.
  • Helix Partners Management first reported a position in Synchrony in Q4 2025 and has held it in 2 quarters since.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Helix Partners Management's 13F filing for Q1 2026, filed 14 May 2026.