Measured Wealth Private Client Group’s Synchrony SYF Stock Holding History

Measured Wealth Private Client Group’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	$65.4K	Sell	860 -2,122	-71%	-$156K	0.02%	290
2026 Q1	$203K	Sell	2,982 -10,493	-78%	-$763K	0.06%	184
2025 Q4	$1.12M	Sell	13,475 -758	-5%	-$57.9K	0.3%	45
2025 Q3	$1.01M	Sell	14,233 -1,543	-10%	-$112K	0.27%	47
2025 Q2	$1.05M	Buy	15,776 +2,559	+19%	+$143K	0.32%	43
2025 Q1	$700K	Buy	13,217 +4,472	+51%	+$277K	0.22%	66
2024 Q4	$568K	Buy	+8,745	New	+$535K	0.18%	72

Other funds holding SYF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Measured Wealth Private Client Group's SYF Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Synchrony (SYF) stake by 71% in Q2 2026, selling an estimated $156K and leaving 860 shares worth $65.4K. The position accounts for 0.02% of the portfolio, ranked #290.

Measured Wealth Private Client Group first reported a position in SYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q4 2025. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Measured Wealth Private Client Group held 860 shares of Synchrony worth $65.4K as of Q2 2026.
Measured Wealth Private Client Group sold 2,122 Synchrony shares in Q2 2026, an estimated $156K.
Synchrony made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #290 holding.
Measured Wealth Private Client Group first reported a position in Synchrony in Q4 2024 and has held it in 7 quarters since.
Measured Wealth Private Client Group's Synchrony position peaked at $1.12M in Q4 2025.
998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.