Level Four Advisory Services’s Synchrony SYF Stock Holding History

Level Four Advisory Services’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	$253K	Sell	3,724 -98	-3%	-$7.13K	0.01%	766
2025 Q4	$319K	Buy	3,822 +227	+6%	+$17.3K	0.01%	678
2025 Q3	$255K	Sell	3,595 -155	-4%	-$11.2K	0.01%	703
2025 Q2	$250K	Sell	3,750 -60	-2%	-$3.35K	0.01%	691
2025 Q1	$202K	Sell	3,810 -21	-0.5%	-$1.3K	0.01%	717
2024 Q4	$249K	Buy	3,831 +137	+4%	+$8.39K	0.01%	672
2024 Q3	$204K	Buy	+3,694	New	+$179K	0.01%	727
2024 Q2	–	Sell	-6,001	Closed	-$229K	–	884
2024 Q1	$229K	Hold	6,001	–	–	0.01%	686
2023 Q4	$229K	Buy	+6,001	New	+$190K	0.01%	684
2023 Q3	–	Sell	-7,551	Closed	-$256K	–	849
2023 Q2	$256K	Sell	7,551 -105	-1%	-$3.21K	0.02%	662
2023 Q1	$223K	Buy	7,656 +1,550	+25%	+$52.1K	0.01%	663
2022 Q4	$201K	Sell	6,106 -1,084	-15%	-$37.1K	0.01%	618
2022 Q3	$203K	Buy	+7,190	New	+$232K	0.02%	503
2022 Q2	–	Sell	-9,517	Closed	-$331K	–	651
2022 Q1	$331K	Sell	9,517 -451	-5%	-$18.9K	0.03%	491
2021 Q4	$462K	Sell	9,968 -66,578	-87%	-$3.2M	0.04%	416
2021 Q3	$3.74M	Sell	76,546 -3,786	-5%	-$184K	0.39%	68
2021 Q2	$3.9M	Buy	80,332 +3,966	+5%	+$181K	0.27%	91
2021 Q1	$3.1M	Buy	76,366 +8,474	+12%	+$327K	0.24%	109
2020 Q4	$2.36M	Sell	67,892 -8,843	-12%	-$266K	0.19%	129
2020 Q3	$2.01M	Sell	76,735 -1,632	-2%	-$39.6K	0.15%	144
2020 Q2	$1.74M	Buy	78,367 +1,223	+2%	+$23.8K	0.13%	168
2020 Q1	$1.24M	Buy	77,144 +6,293	+9%	+$183K	0.15%	173
2019 Q4	$13.3M	Buy	70,851 +6,091	+9%	+$218K	0.53%	52
2019 Q3	$2.21M	Buy	64,760 +2,298	+4%	+$78.8K	0.23%	101
2019 Q2	$2.17M	Buy	62,462 +1,749	+3%	+$59.3K	0.22%	103
2019 Q1	$1.94M	Buy	60,713 +4,984	+9%	+$150K	0.21%	108
2018 Q4	$1.31M	Buy	55,729 +10,118	+22%	+$274K	0.16%	142
2018 Q3	$1.42M	Buy	45,611 +28,326	+164%	+$902K	0.15%	156
2018 Q2	$577K	Buy	17,285 +573	+3%	+$19.7K	0.04%	350
2018 Q1	$560K	Buy	16,712 +1,484	+10%	+$55.1K	0.04%	345
2017 Q4	$588K	Buy	15,228 +6,606	+77%	+$226K	0.05%	332
2017 Q3	$268K	Sell	8,622 -454	-5%	-$13.6K	0.02%	440
2017 Q2	$302K	Hold	9,076	–	–	0.05%	367
2017 Q1	$302K	Buy	9,076 +1,514	+20%	+$54.3K	0.03%	411
2016 Q4	$274K	Buy	+7,562	New	+$241K	0.04%	383

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

Level Four Advisory Services's SYF Position: Q1 2026 in Review

Level Four Advisory Services reduced its Synchrony (SYF) stake by 2.6% in Q1 2026, selling an estimated $7.13K and leaving 3,724 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #766.

Level Four Advisory Services first reported a position in SYF in Q4 2016 and has held it in 35 quarters since. The position peaked at $13.3M in Q4 2019. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Level Four Advisory Services held 3,724 shares of Synchrony worth $253K as of Q1 2026.
Level Four Advisory Services sold 98 Synchrony shares in Q1 2026, an estimated $7.13K.
Synchrony made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #766 holding.
Level Four Advisory Services first reported a position in Synchrony in Q4 2016 and has held it in 35 quarters since.
Level Four Advisory Services's Synchrony position peaked at $13.3M in Q4 2019.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.