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LVW Advisors’s Synchrony SYF Stock Holding History

LVW 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
Q2 		$1.37M Buy
17,965
+1,271
+8% +$93.4K 0.12% 106
2026
Q1 		$1.14M Buy
16,694
+13,646
+448% +$992K 0.11% 103
2025
Q4 		$254K Buy
+3,048
New +$233K 0.03% 300

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

LVW Advisors's SYF Position: Q2 2026 in Review

LVW Advisors increased its Synchrony (SYF) stake by 7.6% in Q2 2026, buying an estimated $93.4K and bringing the position to 17,965 shares worth $1.37M. The position accounts for 0.12% of the portfolio, ranked #106.

LVW Advisors first reported a position in SYF in Q4 2025 and has held it in 3 quarters since. 376 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • LVW Advisors held 17,965 shares of Synchrony worth $1.37M as of Q2 2026.
  • LVW Advisors bought 1,271 Synchrony shares in Q2 2026, an estimated $93.4K.
  • Synchrony made up 0.12% of LVW Advisors's portfolio in Q2 2026, its #106 holding.
  • LVW Advisors first reported a position in Synchrony in Q4 2025 and has held it in 3 quarters since.
  • 376 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.