Lake Street Private Wealth’s Synchrony SYF Stock Holding History

Lake Street Private Wealth’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	$362K	Sell	4,760 -125	-3%	-$9.18K	0.04%	206
2026 Q1	$332K	Sell	4,885 -322	-6%	-$23.4K	0.04%	201
2025 Q4	$434K	Hold	5,207	–	–	0.05%	192
2025 Q3	$370K	Buy	5,207 +151	+3%	+$10.9K	0.05%	200
2025 Q2	$337K	Sell	5,056 -271	-5%	-$15.2K	0.05%	200
2025 Q1	$282K	Sell	5,327 -77	-1%	-$4.76K	0.05%	204
2024 Q4	$351K	Buy	5,404 +461	+9%	+$28.2K	0.06%	178
2024 Q3	$247K	Sell	4,943 -245	-5%	-$11.9K	0.04%	225
2024 Q2	$245K	Sell	5,188 -379	-7%	-$16.5K	0.03%	286
2024 Q1	$240K	Sell	5,567 -272	-5%	-$10.8K	0.03%	285
2023 Q4	$223K	Buy	+5,839	New	+$185K	0.04%	284
2023 Q3	–	Sell	-7,409	Closed	-$251K	–	300
2023 Q2	$251K	Buy	+7,409	New	+$226K	0.04%	246
2022 Q1	–	Sell	-4,409	Closed	-$205K	–	356
2021 Q4	$205K	Sell	4,409 -30	-0.7%	-$1.44K	0.04%	313
2021 Q3	$217K	Buy	+4,439	New	+$216K	0.05%	215

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 $3.37T AUM 44.26% 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

Lake Street Private Wealth's SYF Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Synchrony (SYF) stake by 2.6% in Q2 2026, selling an estimated $9.18K and leaving 4,760 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #206.

Lake Street Private Wealth first reported a position in SYF in Q3 2021 and has held it in 14 quarters since. The position peaked at $434K in Q4 2025. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Lake Street Private Wealth held 4,760 shares of Synchrony worth $362K as of Q2 2026.
Lake Street Private Wealth sold 125 Synchrony shares in Q2 2026, an estimated $9.18K.
Synchrony made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #206 holding.
Lake Street Private Wealth first reported a position in Synchrony in Q3 2021 and has held it in 14 quarters since.
Lake Street Private Wealth's Synchrony position peaked at $434K in Q4 2025.
998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.