Kestra Private Wealth Services’s Synchrony SYF Stock Holding History

Kestra Private Wealth 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	$1.78M	Buy	26,199 +976	+4%	+$71K	0.02%	592
2025 Q4	$2.1M	Buy	25,223 +9,294	+58%	+$710K	0.03%	528
2025 Q3	$1.13M	Buy	15,929 +2,237	+16%	+$162K	0.01%	723
2025 Q2	$914K	Sell	13,692 -8	-0.1%	-$447	0.01%	777
2025 Q1	$725K	Buy	13,700 +5,372	+65%	+$332K	0.01%	800
2024 Q4	$541K	Buy	8,328 +2,539	+44%	+$155K	0.01%	889
2024 Q3	$289K	Buy	5,789 +629	+12%	+$30.4K	0.01%	1096
2024 Q2	$244K	Buy	+5,160	New	+$224K	﹤0.01%	1138

Other funds holding SYF

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kestra Private Wealth Services's SYF Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Synchrony (SYF) stake by 3.9% in Q1 2026, buying an estimated $71K and bringing the position to 26,199 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #592.

Kestra Private Wealth Services first reported a position in SYF in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.1M in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Kestra Private Wealth Services held 26,199 shares of Synchrony worth $1.78M as of Q1 2026.
Kestra Private Wealth Services bought 976 Synchrony shares in Q1 2026, an estimated $71K.
Synchrony made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #592 holding.
Kestra Private Wealth Services first reported a position in Synchrony in Q2 2024 and has held it in 8 quarters since.
Kestra Private Wealth Services's Synchrony position peaked at $2.1M in Q4 2025.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.