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SYF icon

NewEdge Wealth’s Synchrony SYF Stock Holding History

NewEdge Wealth’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 		$349K Sell
4,591
-3,532
-43% -$259K ﹤0.01% 984
2026
Q1 		$553K Sell
8,123
-304
-4% -$22.1K 0.01% 785
2025
Q4 		$703K Buy
8,427
+4,762
+130% +$364K 0.01% 726
2025
Q3 		$273K Buy
3,665
+88
+2% +$6.38K ﹤0.01% 903
2025
Q2 		$245K Buy
+3,577
New +$200K ﹤0.01% 881

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 $3.37T AUM 44.26% 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

NewEdge Wealth's SYF Position: Q2 2026 in Review

NewEdge Wealth reduced its Synchrony (SYF) stake by 43% in Q2 2026, selling an estimated $259K and leaving 4,591 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

NewEdge Wealth first reported a position in SYF in Q2 2025 and has held it in 5 quarters since. The position peaked at $703K in Q4 2025. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • NewEdge Wealth held 4,591 shares of Synchrony worth $349K as of Q2 2026.
  • NewEdge Wealth sold 3,532 Synchrony shares in Q2 2026, an estimated $259K.
  • Synchrony made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #984 holding.
  • NewEdge Wealth first reported a position in Synchrony in Q2 2025 and has held it in 5 quarters since.
  • NewEdge Wealth's Synchrony position peaked at $703K in Q4 2025.
  • 1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.