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
Q2 		$257K Hold
3,375
– – 0.02% 369
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

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

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

Icon Wealth Advisors held its Synchrony (SYF) position steady in Q2 2026 at 3,375 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #369.

Icon Wealth Advisors first reported a position in SYF in Q4 2023 and has held it in 10 quarters since. The position peaked at $284K in Q4 2025. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Icon Wealth Advisors held 3,375 shares of Synchrony worth $257K as of Q2 2026.
  • Icon Wealth Advisors left its Synchrony share count unchanged in Q2 2026.
  • Synchrony made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #369 holding.
  • Icon Wealth Advisors first reported a position in Synchrony in Q4 2023 and has held it in 10 quarters since.
  • Icon Wealth Advisors's Synchrony position peaked at $284K in Q4 2025.
  • 1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.