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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moneta Group Investment Advisors's SYF Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Synchrony (SYF) stake by 1.8% in Q1 2026, selling an estimated $6.91K and leaving 5,259 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Moneta Group Investment Advisors first reported a position in SYF in Q3 2015 and has held it in 10 quarters since. The position peaked at $447K in Q4 2025. 962 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Moneta Group Investment Advisors held 5,259 shares of Synchrony worth $358K as of Q1 2026.
Moneta Group Investment Advisors sold 95 Synchrony shares in Q1 2026, an estimated $6.91K.
Synchrony made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #587 holding.
Moneta Group Investment Advisors first reported a position in Synchrony in Q3 2015 and has held it in 10 quarters since.
Moneta Group Investment Advisors's Synchrony position peaked at $447K in Q4 2025.
962 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.