New Wave Wealth Advisors’s Synchrony SYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.1M Buy
14,427
+2,535
+21% +$186K 0.3% 75
2026
Q1
$809K Buy
11,892
+626
+6% +$45.5K 0.28% 66
2025
Q4
$940K Buy
11,266
+693
+7% +$53K 0.34% 60
2025
Q3
$751K Buy
10,573
+1,529
+17% +$111K 0.29% 65
2025
Q2
$604K Buy
9,044
+467
+5% +$26.1K 0.26% 64
2025
Q1
$454K Buy
8,577
+1,621
+23% +$100K 0.2% 72
2024
Q4
$452K Buy
+6,956
New +$426K 0.19% 73

Other funds holding SYF

New Wave Wealth Advisors's SYF Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Synchrony (SYF) stake by 21% in Q2 2026, buying an estimated $186K and bringing the position to 14,427 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #75.

New Wave Wealth Advisors first reported a position in SYF in Q4 2024 and has held it in 7 quarters since. 304 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • New Wave Wealth Advisors held 14,427 shares of Synchrony worth $1.1M as of Q2 2026.
  • New Wave Wealth Advisors bought 2,535 Synchrony shares in Q2 2026, an estimated $186K.
  • Synchrony made up 0.3% of New Wave Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • New Wave Wealth Advisors first reported a position in Synchrony in Q4 2024 and has held it in 7 quarters since.
  • 304 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.