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 Q2	$1.95M	Sell	25,604 -595	-2%	-$43.7K	0.02%	610
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kestra Private Wealth Services's SYF Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Synchrony (SYF) stake by 2.3% in Q2 2026, selling an estimated $43.7K and leaving 25,604 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #610.

Kestra Private Wealth Services first reported a position in SYF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.1M in Q4 2025. 1,007 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Kestra Private Wealth Services held 25,604 shares of Synchrony worth $1.95M as of Q2 2026.
Kestra Private Wealth Services sold 595 Synchrony shares in Q2 2026, an estimated $43.7K.
Synchrony made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #610 holding.
Kestra Private Wealth Services first reported a position in Synchrony in Q2 2024 and has held it in 9 quarters since.
Kestra Private Wealth Services's Synchrony position peaked at $2.1M in Q4 2025.
1,007 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.