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Mount Yale Investment Advisors’s Synchrony SYF Stock Holding History

Mount Yale 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 		$903K Buy
+13,279
New +$966K 0.02% 550
2025
Q3 		– Sell
-1,280
Closed -$85.4K – 1499
2025
Q2 		$85.4K Buy
+1,280
New +$71.6K 0.01% 691
2018
Q4 		– Sell
-17,728
Closed -$485K – 718
2018
Q3 		$485K Buy
17,728
+4,084
+30% +$130K 0.08% 179
2018
Q2 		$455K Sell
13,644
-322
-2% -$11.1K 0.09% 187
2018
Q1 		$468K Buy
+13,966
New +$518K 0.1% 182

Other funds holding SYF

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's SYF Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Synchrony (SYF) in Q1 2026: 13,279 shares worth $903K. The stake represents 0.02% of the portfolio and ranks #550 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SYF as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SYF in Q1 2018 and has held it in 5 quarters since. 965 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Mount Yale Investment Advisors held 13,279 shares of Synchrony worth $903K as of Q1 2026.
  • Synchrony was a new Mount Yale Investment Advisors position in Q1 2026.
  • Synchrony made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #550 holding.
  • Mount Yale Investment Advisors first reported a position in Synchrony in Q1 2018 and has held it in 5 quarters since.
  • 965 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.