Meriwether Wealth & Planning’s Synchrony SYF Stock Holding History

Meriwether Wealth & Planning’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 Q3	$1.21K	Buy	+17	New	+$1.29K	﹤0.01%	706

Other funds holding SYF

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return

Meriwether Wealth & Planning's SYF Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Synchrony (SYF) in Q3 2026: 17 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings.

319 funds tracked by Wall St. Rank hold SYF as of Q3 2026.

Meriwether Wealth & Planning held 17 shares of Synchrony worth $1.21K as of Q3 2026.
Synchrony was a new Meriwether Wealth & Planning position in Q3 2026.
Synchrony made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #706 holding.
319 funds tracked by Wall St. Rank held Synchrony as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.