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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewEdge Wealth's SYF Position: Q1 2026 in Review

NewEdge Wealth reduced its Synchrony (SYF) stake by 3.6% in Q1 2026, selling an estimated $22.1K and leaving 8,123 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #785.

NewEdge Wealth first reported a position in SYF in Q2 2025 and has held it in 4 quarters since. The position peaked at $703K in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

NewEdge Wealth held 8,123 shares of Synchrony worth $553K as of Q1 2026.
NewEdge Wealth sold 304 Synchrony shares in Q1 2026, an estimated $22.1K.
Synchrony made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #785 holding.
NewEdge Wealth first reported a position in Synchrony in Q2 2025 and has held it in 4 quarters since.
NewEdge Wealth's Synchrony position peaked at $703K in Q4 2025.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.