NewSquare Capital’s Synchrony SYF Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-285	Closed	-$19K	–	1111
2025 Q2	$19K	Buy	285 +132	+86%	+$7.38K	﹤0.01%	493
2025 Q1	$8.1K	Buy	153 +143	+1,430%	+$8.84K	﹤0.01%	592
2024 Q4	$650	Buy	+10	New	+$612	﹤0.01%	688
2019 Q3	–	Sell	-1,220	Closed	-$42K	–	351
2019 Q2	$42K	Buy	+1,220	New	+$41.4K	0.01%	180
2016 Q2	–	Sell	-397	Closed	-$11K	–	399
2016 Q1	$11K	Buy	+397	New	+$11K	﹤0.01%	284

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

NewSquare Capital's SYF Position: Q3 2025 in Review

NewSquare Capital sold out of Synchrony (SYF) in Q3 2025, closing a stake of 285 shares — an estimated $19K sold.

NewSquare Capital first reported a position in SYF in Q1 2016 and held it in 5 quarters. The position peaked at $42K in Q2 2019. 926 funds tracked by Wall St. Rank hold SYF as of Q3 2025.

NewSquare Capital reported no remaining Synchrony position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 285 Synchrony shares in Q3 2025, an estimated $19K.
NewSquare Capital first reported a position in Synchrony in Q1 2016 and held it in 5 quarters.
NewSquare Capital's Synchrony position peaked at $42K in Q2 2019.
926 funds tracked by Wall St. Rank held Synchrony as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.