JFS Wealth Advisors’s Synchrony SYF Stock Holding History

JFS 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	$41.3K	Buy	543 +11	+2%	+$808	﹤0.01%	590
2026 Q1	$36.2K	Buy	532 +14	+3%	+$1.02K	﹤0.01%	587
2025 Q4	$43.2K	Buy	518 +81	+19%	+$6.19K	﹤0.01%	564
2025 Q3	$31K	Sell	437 -78	-15%	-$5.65K	﹤0.01%	600
2025 Q2	$34.4K	Sell	515 -30	-6%	-$1.68K	﹤0.01%	545
2025 Q1	$28.9K	Sell	545 -42	-7%	-$2.6K	﹤0.01%	582
2024 Q4	$38.2K	Buy	587 +50	+9%	+$3.06K	﹤0.01%	509
2024 Q3	$26.8K	Buy	537 +4	+0.8%	+$194	﹤0.01%	581
2024 Q2	$25.2K	Sell	533 -1	-0.2%	-$43	﹤0.01%	558
2024 Q1	$23K	Hold	534	–	–	﹤0.01%	596
2023 Q4	$20.4K	Sell	534 -236	-31%	-$7.47K	﹤0.01%	580
2023 Q3	$23.5K	Buy	770 +54	+8%	+$1.8K	﹤0.01%	504
2023 Q2	$24.3K	Buy	716 +134	+23%	+$4.09K	﹤0.01%	499
2023 Q1	$16.9K	Sell	582 -167	-22%	-$5.61K	﹤0.01%	569
2022 Q4	$24.6K	Buy	749 +93	+14%	+$3.19K	﹤0.01%	486
2022 Q3	$18K	Buy	656 +85	+15%	+$2.74K	﹤0.01%	598
2022 Q2	$16K	Sell	571 -48	-8%	-$1.67K	﹤0.01%	640
2022 Q1	$22K	Buy	619 +235	+61%	+$9.83K	﹤0.01%	583
2021 Q4	$18K	Buy	384 +78	+25%	+$3.75K	﹤0.01%	591
2021 Q3	$15K	Buy	+306	New	+$14.9K	﹤0.01%	587
2016 Q2	–	Sell	-98	Closed	-$3K	–	605
2016 Q1	$3K	Buy	+98	New	+$2.72K	﹤0.01%	495

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

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

JFS Wealth Advisors increased its Synchrony (SYF) stake by 2.1% in Q2 2026, buying an estimated $808 and bringing the position to 543 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

JFS Wealth Advisors first reported a position in SYF in Q1 2016 and has held it in 21 quarters since. The position peaked at $43.2K in Q4 2025. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

JFS Wealth Advisors held 543 shares of Synchrony worth $41.3K as of Q2 2026.
JFS Wealth Advisors bought 11 Synchrony shares in Q2 2026, an estimated $808.
Synchrony made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #590 holding.
JFS Wealth Advisors first reported a position in Synchrony in Q1 2016 and has held it in 21 quarters since.
JFS Wealth Advisors's Synchrony position peaked at $43.2K in Q4 2025.
998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.