MGB Wealth Management’s Synchrony SYF Stock Holding History

MGB Wealth Management’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	$217K	Buy	+2,599	New	+$199K	0.06%	212

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MGB Wealth Management's SYF Position: Q4 2025 in Review

MGB Wealth Management opened a new position in Synchrony (SYF) in Q4 2025: 2,599 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #212 among its holdings.

994 funds tracked by Wall St. Rank hold SYF as of Q4 2025.

MGB Wealth Management held 2,599 shares of Synchrony worth $217K as of Q4 2025.
Synchrony was a new MGB Wealth Management position in Q4 2025.
Synchrony made up 0.06% of MGB Wealth Management's portfolio in Q4 2025, its #212 holding.
994 funds tracked by Wall St. Rank held Synchrony as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.