Intentional Wealth Strategies’s Synchrony SYF Stock Holding History

Intentional Wealth Strategies’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	-1,772	Closed	-$121K	–	792
2026 Q1	$121K	Buy	+1,772	New	+$129K	0.11%	92

Other funds holding SYF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Intentional Wealth Strategies's SYF Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Synchrony (SYF) in Q2 2026, closing a stake of 1,772 shares — an estimated $121K sold.

Intentional Wealth Strategies first reported a position in SYF in Q1 2026 and held it in 1 quarter. The position peaked at $121K in Q1 2026. 939 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Intentional Wealth Strategies reported no remaining Synchrony position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 1,772 Synchrony shares in Q2 2026, an estimated $121K.
Intentional Wealth Strategies first reported a position in Synchrony in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Synchrony position peaked at $121K in Q1 2026.
939 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.