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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
Q2 		$1.22M Sell
16,039
-324
-2% -$23.8K 0.01% 1091
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

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

Integrated Wealth Concepts's SYF Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Synchrony (SYF) stake by 2% in Q2 2026, selling an estimated $23.8K and leaving 16,039 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1091.

Integrated Wealth Concepts first reported a position in SYF in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.87M in Q4 2024. 1,006 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Integrated Wealth Concepts held 16,039 shares of Synchrony worth $1.22M as of Q2 2026.
  • Integrated Wealth Concepts sold 324 Synchrony shares in Q2 2026, an estimated $23.8K.
  • Synchrony made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1091 holding.
  • Integrated Wealth Concepts first reported a position in Synchrony in Q3 2021 and has held it in 16 quarters since.
  • Integrated Wealth Concepts's Synchrony position peaked at $3.87M in Q4 2024.
  • 1,006 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.