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LRI Investments’s Synchrony SYF Stock Holding History

LRI Investments’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 		$47.3K Buy
622
+111
+22% +$8.15K ﹤0.01% 564
2026
Q1 		$34.8K Buy
+511
New +$37.2K ﹤0.01% 576

Other funds holding SYF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

LRI Investments's SYF Position: Q2 2026 in Review

LRI Investments increased its Synchrony (SYF) stake by 22% in Q2 2026, buying an estimated $8.15K and bringing the position to 622 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

LRI Investments first reported a position in SYF in Q1 2026 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • LRI Investments held 622 shares of Synchrony worth $47.3K as of Q2 2026.
  • LRI Investments bought 111 Synchrony shares in Q2 2026, an estimated $8.15K.
  • Synchrony made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #564 holding.
  • LRI Investments first reported a position in Synchrony in Q1 2026 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.