Legacy Financial Advisors’s Synchrony SYF Stock Holding History

Legacy Financial Advisors’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	$599K	Buy	8,813 +5,704	+183%	+$415K	0.08%	197
2025 Q4	$259K	Buy	3,109 +152	+5%	+$11.6K	0.04%	338
2025 Q3	$210K	Buy	+2,957	New	+$214K	0.03%	393
2025 Q1	–	Sell	-3,164	Closed	-$206K	–	376
2024 Q4	$206K	Buy	+3,164	New	+$194K	0.03%	330
2019 Q2	–	Sell	-83	Closed	-$3K	–	802
2019 Q1	$3K	Sell	83 -21	-20%	-$632	﹤0.01%	868
2018 Q4	$2K	Sell	104 -334	-76%	-$9.04K	﹤0.01%	852
2018 Q3	$13K	Buy	438 +303	+224%	+$9.65K	﹤0.01%	460
2018 Q2	$4K	Buy	135 +42	+45%	+$1.44K	﹤0.01%	747
2018 Q1	$3K	Hold	93	–	–	﹤0.01%	723
2017 Q4	$3K	Buy	+93	New	+$3.18K	﹤0.01%	709

Other funds holding SYF

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Financial Advisors's SYF Position: Q1 2026 in Review

Legacy Financial Advisors increased its Synchrony (SYF) stake by 183% in Q1 2026, buying an estimated $415K and bringing the position to 8,813 shares worth $599K. The position accounts for 0.08% of the portfolio, ranked #197.

Legacy Financial Advisors first reported a position in SYF in Q4 2017 and has held it in 10 quarters since. 962 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Legacy Financial Advisors held 8,813 shares of Synchrony worth $599K as of Q1 2026.
Legacy Financial Advisors bought 5,704 Synchrony shares in Q1 2026, an estimated $415K.
Synchrony made up 0.08% of Legacy Financial Advisors's portfolio in Q1 2026, its #197 holding.
Legacy Financial Advisors first reported a position in Synchrony in Q4 2017 and has held it in 10 quarters since.
962 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.