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Kingsview Wealth Management’s Synchrony SYF Stock Holding History

Kingsview Wealth Management’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 		$7M Sell
102,879
-52,340
-34% -$3.81M 0.1% 221
2025
Q4 		$12.9M Buy
155,219
+11,075
+8% +$846K 0.19% 106
2025
Q3 		$10.2M Sell
144,144
-2,716
-2% -$197K 0.16% 126
2025
Q2 		$9.8M Buy
146,860
+140,600
+2,246% +$7.86M 0.17% 111
2025
Q1 		$331K Buy
6,260
+1,531
+32% +$94.7K 0.01% 854
2024
Q4 		$307K Sell
4,729
-6,295
-57% -$385K 0.01% 898
2024
Q3 		$550K Buy
+11,024
New +$533K 0.01% 680
2024
Q1 		– Sell
-40,491
Closed -$1.55M – 1071
2023
Q4 		$1.55M Buy
+40,491
New +$1.28M 0.05% 341
2023
Q2 		– Sell
-37,343
Closed -$1.09M – 974
2023
Q1 		$1.09M Buy
+37,343
New +$1.25M 0.05% 375
2022
Q1 		– Sell
-6,404
Closed -$297K – 1007
2021
Q4 		$297K Sell
6,404
-903
-12% -$43.4K 0.01% 735
2021
Q3 		$357K Buy
7,307
+241
+3% +$11.7K 0.02% 637
2021
Q2 		$345K Buy
+7,066
New +$322K 0.02% 662
2021
Q1 		– Sell
-8,359
Closed -$290K – 928
2020
Q4 		$290K Buy
+8,359
New +$251K 0.02% 561

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

Kingsview Wealth Management's SYF Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Synchrony (SYF) stake by 34% in Q1 2026, selling an estimated $3.81M and leaving 102,879 shares worth $7M. The position accounts for 0.1% of the portfolio, ranked #221.

Kingsview Wealth Management first reported a position in SYF in Q4 2020 and has held it in 13 quarters since. The position peaked at $12.9M in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Kingsview Wealth Management held 102,879 shares of Synchrony worth $7M as of Q1 2026.
  • Kingsview Wealth Management sold 52,340 Synchrony shares in Q1 2026, an estimated $3.81M.
  • Synchrony made up 0.1% of Kingsview Wealth Management's portfolio in Q1 2026, its #221 holding.
  • Kingsview Wealth Management first reported a position in Synchrony in Q4 2020 and has held it in 13 quarters since.
  • Kingsview Wealth Management's Synchrony position peaked at $12.9M in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.