Loring Wolcott & Coolidge Fiduciary Advisors’s Synchrony SYF Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025 Q2	–	Sell	-20	Closed	-$998	–	561
2025 Q1	$998	Hold	20	–	–	﹤0.01%	529
2024 Q4	$1.4K	Sell	20 -60	-75%	-$3.67K	﹤0.01%	523
2024 Q3	$4.42K	Buy	+80	New	+$3.87K	﹤0.01%	528
2021 Q4	–	Sell	-54	Closed	-$3K	–	767
2021 Q3	$3K	Sell	54 -59	-52%	-$2.87K	﹤0.01%	692
2021 Q2	$5K	Buy	+113	New	+$5.15K	﹤0.01%	747
2017 Q2	–	Sell	-363	Closed	-$12K	–	651
2017 Q1	$12K	Buy	+363	New	+$13K	﹤0.01%	541

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SYF Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Synchrony (SYF) in Q2 2025, closing a stake of 20 shares — an estimated $998 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SYF in Q1 2017 and held it in 6 quarters. The position peaked at $12K in Q1 2017. 876 funds tracked by Wall St. Rank hold SYF as of Q2 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Synchrony position as of Q2 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 20 Synchrony shares in Q2 2025, an estimated $998.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Synchrony in Q1 2017 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Synchrony position peaked at $12K in Q1 2017.
876 funds tracked by Wall St. Rank held Synchrony as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.