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JPL Wealth Management’s Synchrony SYF Stock Holding History

JPL Wealth Management’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 		$7.07K Sell
93
-34
-27% -$2.5K ﹤0.01% 682
2026
Q1 		$8.64K Buy
+127
New +$9.24K ﹤0.01% 564
2025
Q4 		– Sell
-132
Closed -$9.37K – 1004
2025
Q3 		$9.37K Buy
+132
New +$9.56K ﹤0.01% 551

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

JPL Wealth Management's SYF Position: Q2 2026 in Review

JPL Wealth Management reduced its Synchrony (SYF) stake by 27% in Q2 2026, selling an estimated $2.5K and leaving 93 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

JPL Wealth Management first reported a position in SYF in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.37K in Q3 2025. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • JPL Wealth Management held 93 shares of Synchrony worth $7.07K as of Q2 2026.
  • JPL Wealth Management sold 34 Synchrony shares in Q2 2026, an estimated $2.5K.
  • Synchrony made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #682 holding.
  • JPL Wealth Management first reported a position in Synchrony in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Synchrony position peaked at $9.37K in Q3 2025.
  • 1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.