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Integrated Wealth Concepts’s Synchrony SYF Stock Holding History

Integrated Wealth Concepts’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 		$1.11M Buy
16,363
+8,327
+104% +$606K 0.01% 1046
2025
Q4 		$670K Sell
8,036
-727
-8% -$55.6K 0.01% 956
2025
Q3 		$623K Buy
8,763
+963
+12% +$69.8K 0.01% 1234
2025
Q2 		$521K Buy
7,800
+649
+9% +$36.3K 0.01% 1249
2025
Q1 		$379K Sell
7,151
-52,366
-88% -$3.24M ﹤0.01% 1281
2024
Q4 		$3.87M Sell
59,517
-3,648
-6% -$223K 0.05% 344
2024
Q3 		$3.15M Sell
63,165
-13,180
-17% -$638K 0.04% 409
2024
Q2 		$3.6M Buy
76,345
+9,804
+15% +$426K 0.05% 338
2024
Q1 		$2.87M Buy
66,541
+20,234
+44% +$806K 0.04% 398
2023
Q4 		$1.77M Sell
46,307
-7,521
-14% -$238K 0.03% 521
2023
Q3 		$1.65M Buy
53,828
+39,843
+285% +$1.33M 0.03% 516
2023
Q2 		$474K Sell
13,985
-6,687
-32% -$204K 0.01% 999
2023
Q1 		$601K Buy
20,672
+3,082
+18% +$104K 0.01% 793
2022
Q4 		$578K Buy
+17,590
New +$603K 0.02% 618
2021
Q4 		– Sell
-4,339
Closed -$212K – 1019
2021
Q3 		$212K Buy
+4,339
New +$211K 0.01% 879

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

Integrated Wealth Concepts's SYF Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Synchrony (SYF) stake by 104% in Q1 2026, buying an estimated $606K and bringing the position to 16,363 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1046.

Integrated Wealth Concepts first reported a position in SYF in Q3 2021 and has held it in 15 quarters since. The position peaked at $3.87M in Q4 2024. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Integrated Wealth Concepts held 16,363 shares of Synchrony worth $1.11M as of Q1 2026.
  • Integrated Wealth Concepts bought 8,327 Synchrony shares in Q1 2026, an estimated $606K.
  • Synchrony made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1046 holding.
  • Integrated Wealth Concepts first reported a position in Synchrony in Q3 2021 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's Synchrony position peaked at $3.87M in Q4 2024.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.