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Innovative Asset Advisors Group’s Synchrony SYF Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-520
Closed -$35.4K – 931
2026
Q1 		$35.4K Buy
+520
New +$37.8K 0.02% 379

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

Innovative Asset Advisors Group's SYF Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Synchrony (SYF) in Q2 2026, closing a stake of 520 shares — an estimated $35.4K sold.

Innovative Asset Advisors Group first reported a position in SYF in Q1 2026 and held it in 1 quarter. The position peaked at $35.4K in Q1 2026. 996 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Synchrony position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 520 Synchrony shares in Q2 2026, an estimated $35.4K.
  • Innovative Asset Advisors Group first reported a position in Synchrony in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Synchrony position peaked at $35.4K in Q1 2026.
  • 996 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.