Mowery & Schoenfeld Wealth Management’s Synchrony SYF Stock Holding History

Mowery & Schoenfeld 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
2026 Q2	$17.5K	Buy	231 +121	+110%	+$8.89K	0.02%	200
2026 Q1	$7.51K	Hold	110	–	–	0.01%	243
2025 Q4	$9.21K	Hold	110	–	–	0.01%	255
2025 Q3	$7.85K	Hold	110	–	–	0.01%	242
2025 Q2	$7.37K	Hold	110	–	–	0.01%	240
2025 Q1	$5.85K	Sell	110 -17	-13%	-$1.05K	0.01%	314
2024 Q4	$8.26K	Buy	+127	New	+$7.77K	0.02%	248

Other funds holding SYF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Mowery & Schoenfeld Wealth Management's SYF Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management increased its Synchrony (SYF) stake by 110% in Q2 2026, buying an estimated $8.89K and bringing the position to 231 shares worth $17.5K. The position accounts for 0.02% of the portfolio, ranked #200.

Mowery & Schoenfeld Wealth Management first reported a position in SYF in Q4 2024 and has held it in 7 quarters since. 1,007 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 231 shares of Synchrony worth $17.5K as of Q2 2026.
Mowery & Schoenfeld Wealth Management bought 121 Synchrony shares in Q2 2026, an estimated $8.89K.
Synchrony made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #200 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Synchrony in Q4 2024 and has held it in 7 quarters since.
1,007 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.