Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Synchrony SYF Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-55,429
Closed -$3.94M – 1226
2025
Q3 		$3.94M Buy
55,429
+1,974
+4% +$143K 0.02% 509
2025
Q2 		$3.57M Sell
53,455
-19,319
-27% -$1.08M 0.02% 506
2025
Q1 		$3.85M Buy
72,774
+7,624
+12% +$471K 0.02% 448
2024
Q4 		$4.23M Buy
65,150
+5,431
+9% +$332K 0.02% 430
2024
Q3 		$2.65M Buy
59,719
+1,009
+2% +$48.8K 0.02% 455
2024
Q2 		$2.77M Buy
58,710
+5,279
+10% +$229K 0.02% 375
2024
Q1 		$2.3M Sell
53,431
-2,295
-4% -$91.4K 0.03% 287
2023
Q4 		$2.13M Buy
55,726
+3,089
+6% +$97.7K 0.04% 233
2023
Q3 		$1.61M Buy
52,637
+57
+0.1% +$1.9K 0.03% 244
2023
Q2 		$1.78M Sell
52,580
-623
-1% -$19K 0.03% 248
2023
Q1 		$1.55M Sell
53,203
-1,362
-2% -$45.7K 0.03% 255
2022
Q4 		$1.79M Sell
54,565
-33
-0.1% -$1.13K 0.04% 236
2022
Q3 		$1.54M Sell
54,598
-93
-0.2% -$3K 0.04% 236
2022
Q2 		$1.51M Buy
54,691
+1,128
+2% +$39.2K 0.03% 240
2022
Q1 		$1.86M Buy
53,563
+9,486
+22% +$397K 0.04% 233
2021
Q4 		$1.53M Sell
44,077
-8,349
-16% -$401K 0.04% 230
2021
Q3 		$2.56M Buy
52,426
+92
+0.2% +$4.47K 0.05% 209
2021
Q2 		$2.54M Sell
52,334
-2,465
-4% -$112K 0.05% 219
2021
Q1 		$2.23M Buy
54,799
+10,722
+24% +$413K 0.05% 208
2020
Q4 		$1.53M Sell
44,077
-1,463
-3% -$44K 0.04% 224
2020
Q3 		$1.19M Buy
45,540
+2,019
+5% +$49K 0.03% 246
2020
Q2 		$965K Sell
43,521
-2,987
-6% -$58.2K 0.03% 251
2020
Q1 		$748K Buy
46,508
+1,226
+3% +$35.7K 0.03% 266
2019
Q4 		$1.63M Sell
45,282
-48
-0.1% -$1.72K 0.05% 215
2019
Q3 		$1.54M Sell
45,330
-136
-0.3% -$4.66K 0.05% 216
2019
Q2 		$1.58M Sell
45,466
-1,259
-3% -$42.7K 0.05% 217
2019
Q1 		$1.49M Buy
46,725
+1,808
+4% +$54.4K 0.05% 225
2018
Q4 		$1.05M Buy
+44,917
New +$1.22M 0.04% 192

Other funds holding SYF

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners's SYF Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Synchrony (SYF) in Q4 2025, closing a stake of 55,429 shares — an estimated $3.94M sold.

Kovitz Investment Group Partners first reported a position in SYF in Q4 2018 and held it in 28 quarters. The position peaked at $4.23M in Q4 2024. 997 funds tracked by Wall St. Rank hold SYF as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Synchrony position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 55,429 Synchrony shares in Q4 2025, an estimated $3.94M.
  • Kovitz Investment Group Partners first reported a position in Synchrony in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's Synchrony position peaked at $4.23M in Q4 2024.
  • 997 funds tracked by Wall St. Rank held Synchrony as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.