MorganRosel Wealth Management’s Synchrony SYF Stock Holding History

MorganRosel 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 Q3	–	Sell	-163	Closed	-$10.9K	–	319
2025 Q2	$10.9K	Hold	163	–	–	﹤0.01%	254
2025 Q1	$8.63K	Buy	+163	New	+$10.1K	﹤0.01%	256
2022 Q1	–	Sell	-18,796	Closed	-$872K	–	96
2021 Q4	$872K	Buy	18,796 +1,088	+6%	+$52.3K	0.42%	49
2021 Q3	$866K	Buy	+17,708	New	+$860K	0.47%	39

Other funds holding SYF

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

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

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

PCM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MorganRosel Wealth Management's SYF Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Synchrony (SYF) in Q3 2025, closing a stake of 163 shares — an estimated $10.9K sold.

MorganRosel Wealth Management first reported a position in SYF in Q3 2021 and held it in 4 quarters. The position peaked at $872K in Q4 2021. 926 funds tracked by Wall St. Rank hold SYF as of Q3 2025.

MorganRosel Wealth Management reported no remaining Synchrony position as of Q3 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 163 Synchrony shares in Q3 2025, an estimated $10.9K.
MorganRosel Wealth Management first reported a position in Synchrony in Q3 2021 and held it in 4 quarters.
MorganRosel Wealth Management's Synchrony position peaked at $872K in Q4 2021.
926 funds tracked by Wall St. Rank held Synchrony as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.