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Marshall & Sterling Wealth Advisors’s Synchrony SYF Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-155
Closed -$11K – 592
2025
Q3 		$11K Hold
155
– – 0.01% 329
2025
Q2 		$10.3K Hold
155
– – 0.01% 321
2025
Q1 		$8.21K Buy
+155
New +$9.59K 0.01% 358

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SYF Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Synchrony (SYF) in Q4 2025, closing a stake of 155 shares — an estimated $11K sold.

Marshall & Sterling Wealth Advisors first reported a position in SYF in Q1 2025 and held it in 3 quarters. The position peaked at $11K in Q3 2025. 997 funds tracked by Wall St. Rank hold SYF as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Synchrony position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 155 Synchrony shares in Q4 2025, an estimated $11K.
  • Marshall & Sterling Wealth Advisors first reported a position in Synchrony in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Synchrony position peaked at $11K in Q3 2025.
  • 997 funds tracked by Wall St. Rank held Synchrony as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.