KPPF
SYF icon

Klein Pavlis & Peasley Financial’s Synchrony SYF Stock Holding History

Klein Pavlis & Peasley Financial’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 		$1.31M Buy
17,173
+2,482
+17% +$182K 0.68% 50
2026
Q1 		$999K Buy
+14,691
New +$1.07M 0.55% 59
2024
Q4 		– Sell
-24,600
Closed -$1.23M – 84
2024
Q3 		$1.23M Sell
24,600
-8,300
-25% -$402K 0.98% 37
2024
Q2 		$1.55M Buy
32,900
+15,100
+85% +$656K 1.38% 24
2024
Q1 		$768K Sell
17,800
-18,600
-51% -$741K 0.69% 51
2023
Q4 		$1.39M Buy
+36,400
New +$1.15M 1.3% 28

Other funds holding SYF

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Klein Pavlis & Peasley Financial's SYF Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Synchrony (SYF) stake by 17% in Q2 2026, buying an estimated $182K and bringing the position to 17,173 shares worth $1.31M. The position accounts for 0.68% of the portfolio, ranked #50.

Klein Pavlis & Peasley Financial first reported a position in SYF in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.55M in Q2 2024. 334 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 17,173 shares of Synchrony worth $1.31M as of Q2 2026.
  • Klein Pavlis & Peasley Financial bought 2,482 Synchrony shares in Q2 2026, an estimated $182K.
  • Synchrony made up 0.68% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #50 holding.
  • Klein Pavlis & Peasley Financial first reported a position in Synchrony in Q4 2023 and has held it in 6 quarters since.
  • Klein Pavlis & Peasley Financial's Synchrony position peaked at $1.55M in Q2 2024.
  • 334 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.