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Marshall Financial Group (Maryland)’s Synchrony SYF Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-11,592
Closed -$788K – 335
2026
Q1 		$788K Buy
11,592
+283
+3% +$20.6K 0.13% 150
2025
Q4 		$944K Buy
+11,309
New +$864K 0.18% 124

Other funds holding SYF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SYF Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Synchrony (SYF) in Q2 2026, closing a stake of 11,592 shares — an estimated $788K sold.

Marshall Financial Group (Maryland) first reported a position in SYF in Q4 2025 and held it in 2 quarters. The position peaked at $944K in Q4 2025. 996 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Synchrony position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 11,592 Synchrony shares in Q2 2026, an estimated $788K.
  • Marshall Financial Group (Maryland) first reported a position in Synchrony in Q4 2025 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Synchrony position peaked at $944K in Q4 2025.
  • 996 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.