KAS
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Kestra Advisory Services’s Synchrony SYF Stock Holding History

Kestra Advisory Services’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
Q1 		$539K Sell
7,925
-223
-3% -$16.2K ﹤0.01% 2158
2025
Q4 		$680K Sell
8,148
-1,228
-13% -$93.9K ﹤0.01% 1933
2025
Q3 		$666K Sell
9,376
-273
-3% -$19.8K ﹤0.01% 1870
2025
Q2 		$644K Sell
9,649
-203
-2% -$11.3K ﹤0.01% 1803
2025
Q1 		$522K Buy
9,852
+2,620
+36% +$162K ﹤0.01% 1792
2024
Q4 		$470K Sell
7,232
-552
-7% -$33.8K ﹤0.01% 1916
2024
Q3 		$388K Sell
7,784
-602
-7% -$29.1K ﹤0.01% 1927
2024
Q2 		$396K Buy
8,386
+514
+7% +$22.3K ﹤0.01% 1933
2024
Q1 		$339K Buy
7,872
+412
+6% +$16.4K ﹤0.01% 1919
2023
Q4 		$285K Sell
7,460
-1,631
-18% -$51.6K ﹤0.01% 1879
2023
Q3 		$278K Sell
9,091
-807
-8% -$26.9K ﹤0.01% 1709
2023
Q2 		$336K Buy
9,898
+112
+1% +$3.42K ﹤0.01% 1542
2023
Q1 		$285K Sell
9,786
-5,617
-36% -$189K ﹤0.01% 1600
2022
Q4 		$506K Sell
15,403
-3,750
-20% -$128K ﹤0.01% 1402
2022
Q3 		$540K Buy
19,153
+9,192
+92% +$297K 0.01% 1277
2022
Q2 		$275K Buy
9,961
+2,487
+33% +$86.3K ﹤0.01% 1676
2022
Q1 		$260K Sell
7,474
-7,416
-50% -$310K ﹤0.01% 1674
2021
Q4 		$691K Buy
14,890
+878
+6% +$42.2K 0.01% 1155
2021
Q3 		$685K Buy
14,012
+1,672
+14% +$81.2K 0.01% 1220
2021
Q2 		$599K Buy
12,340
+653
+6% +$29.8K 0.01% 1194
2021
Q1 		$475K Buy
11,687
+4,647
+66% +$179K 0.01% 1221
2020
Q4 		$241K Buy
+7,040
New +$212K ﹤0.01% 1599

Other funds holding SYF

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kestra Advisory Services's SYF Position: Q1 2026 in Review

Kestra Advisory Services reduced its Synchrony (SYF) stake by 2.7% in Q1 2026, selling an estimated $16.2K and leaving 7,925 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Kestra Advisory Services first reported a position in SYF in Q4 2020 and has held it in 22 quarters since. The position peaked at $691K in Q4 2021. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Kestra Advisory Services held 7,925 shares of Synchrony worth $539K as of Q1 2026.
  • Kestra Advisory Services sold 223 Synchrony shares in Q1 2026, an estimated $16.2K.
  • Synchrony made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2158 holding.
  • Kestra Advisory Services first reported a position in Synchrony in Q4 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's Synchrony position peaked at $691K in Q4 2021.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.