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Moneta Group Investment Advisors’s Synchrony SYF Stock Holding History

Moneta Group Investment 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
2026
Q2 		$396K Sell
5,210
-49
-0.9% -$3.6K ﹤0.01% 614
2026
Q1 		$358K Sell
5,259
-95
-2% -$6.91K ﹤0.01% 587
2025
Q4 		$447K Buy
5,354
+313
+6% +$23.9K ﹤0.01% 530
2025
Q3 		$358K Buy
5,041
+95
+2% +$6.88K ﹤0.01% 575
2025
Q2 		$330K Buy
4,946
+513
+12% +$28.7K ﹤0.01% 536
2025
Q1 		$235K Buy
4,433
+171
+4% +$10.6K ﹤0.01% 584
2024
Q4 		$277K Sell
4,262
-79
-2% -$4.84K ﹤0.01% 548
2024
Q3 		$217K Buy
+4,341
New +$210K ﹤0.01% 602
2018
Q2 		– Sell
-129
Closed -$4K – 617
2018
Q1 		$4K Buy
129
+121
+1,513% +$4.49K ﹤0.01% 536
2017
Q4 		$0 Buy
+8
New +$274 ﹤0.01% 541
2015
Q4 		– Sell
-328
Closed -$10K – 381
2015
Q3 		$10K Buy
+328
New +$10.9K ﹤0.01% 421

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

Moneta Group Investment Advisors's SYF Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Synchrony (SYF) stake by 0.93% in Q2 2026, selling an estimated $3.6K and leaving 5,210 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Moneta Group Investment Advisors first reported a position in SYF in Q3 2015 and has held it in 11 quarters since. The position peaked at $447K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Moneta Group Investment Advisors held 5,210 shares of Synchrony worth $396K as of Q2 2026.
  • Moneta Group Investment Advisors sold 49 Synchrony shares in Q2 2026, an estimated $3.6K.
  • Synchrony made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #614 holding.
  • Moneta Group Investment Advisors first reported a position in Synchrony in Q3 2015 and has held it in 11 quarters since.
  • Moneta Group Investment Advisors's Synchrony position peaked at $447K in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.