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Kelleher Financial Advisors’s Synchrony SYF Stock Holding History

Kelleher Financial 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 		$66.6K Buy
876
+634
+262% +$46.6K 0.01% 419
2026
Q1 		$16.2K Sell
242
-1
-0.4% -$73 ﹤0.01% 496
2025
Q4 		$20.3K Hold
243
– – ﹤0.01% 511
2025
Q3 		$17.3K Buy
+243
New +$17.6K ﹤0.01% 452

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

Kelleher Financial Advisors's SYF Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Synchrony (SYF) stake by 262% in Q2 2026, buying an estimated $46.6K and bringing the position to 876 shares worth $66.6K. The position accounts for 0.01% of the portfolio, ranked #419.

Kelleher Financial Advisors first reported a position in SYF in Q3 2025 and has held it in 4 quarters since. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Kelleher Financial Advisors held 876 shares of Synchrony worth $66.6K as of Q2 2026.
  • Kelleher Financial Advisors bought 634 Synchrony shares in Q2 2026, an estimated $46.6K.
  • Synchrony made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #419 holding.
  • Kelleher Financial Advisors first reported a position in Synchrony in Q3 2025 and has held it in 4 quarters since.
  • 998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.