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Kathleen S. Wright Associates’s Synchrony SYF Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$5.47K Hold
77
– – ﹤0.01% 224
2025
Q2 		$5.14K Hold
77
– – ﹤0.01% 231
2025
Q1 		$4.08K Hold
77
– – ﹤0.01% 237
2024
Q4 		$5K Hold
77
– – ﹤0.01% 239
2024
Q3 		$3.84K Buy
+77
New +$3.73K ﹤0.01% 268

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kathleen S. Wright Associates's SYF Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Synchrony (SYF) position steady in Q3 2025 at 77 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Kathleen S. Wright Associates first reported a position in SYF in Q3 2024 and has held it in 5 quarters since. 926 funds tracked by Wall St. Rank hold SYF as of Q3 2025.

  • Kathleen S. Wright Associates held 77 shares of Synchrony worth $5.47K as of Q3 2025.
  • Kathleen S. Wright Associates left its Synchrony share count unchanged in Q3 2025.
  • Synchrony made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #224 holding.
  • Kathleen S. Wright Associates first reported a position in Synchrony in Q3 2024 and has held it in 5 quarters since.
  • 926 funds tracked by Wall St. Rank held Synchrony as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.