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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
Q2 		$1.09M Buy
14,318
+1,039
+8% +$76.3K 0.02% 563
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

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's SYF Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Synchrony (SYF) stake by 7.8% in Q2 2026, buying an estimated $76.3K and bringing the position to 14,318 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #563.

Mount Yale Investment Advisors first reported a position in SYF in Q1 2018 and has held it in 6 quarters since. 1,008 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Mount Yale Investment Advisors held 14,318 shares of Synchrony worth $1.09M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,039 Synchrony shares in Q2 2026, an estimated $76.3K.
  • Synchrony made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #563 holding.
  • Mount Yale Investment Advisors first reported a position in Synchrony in Q1 2018 and has held it in 6 quarters since.
  • 1,008 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.