IWA
SYF icon

Icon Wealth Advisors’s Synchrony SYF Stock Holding History

Icon 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
Q1 		$254K Sell
3,375
-30
-0.9% -$2.18K 0.02% 348
2025
Q4 		$284K Hold
3,405
– – 0.02% 329
2025
Q3 		$242K Buy
3,405
+85
+3% +$6.16K 0.02% 345
2025
Q2 		$222K Hold
3,320
– – 0.02% 353
2025
Q1 		$176K Buy
3,320
+3
+0.1% +$186 0.01% 381
2024
Q4 		$216K Hold
3,317
– – 0.02% 358
2024
Q3 		$165K Buy
+3,317
New +$160K 0.01% 391
2024
Q2 		– Sell
-3,421
Closed -$148K – 493
2024
Q1 		$148K Buy
3,421
+104
+3% +$4.14K 0.01% 392
2023
Q4 		$127K Buy
+3,317
New +$105K 0.01% 395

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

Icon Wealth Advisors's SYF Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Synchrony (SYF) stake by 0.88% in Q1 2026, selling an estimated $2.18K and leaving 3,375 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #348.

Icon Wealth Advisors first reported a position in SYF in Q4 2023 and has held it in 9 quarters since. The position peaked at $284K in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Icon Wealth Advisors held 3,375 shares of Synchrony worth $254K as of Q1 2026.
  • Icon Wealth Advisors sold 30 Synchrony shares in Q1 2026, an estimated $2.18K.
  • Synchrony made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #348 holding.
  • Icon Wealth Advisors first reported a position in Synchrony in Q4 2023 and has held it in 9 quarters since.
  • Icon Wealth Advisors's Synchrony position peaked at $284K in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.