Oxford Financial Group’s Synchrony SYF Stock Holding History

Oxford Financial Group’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 Q1	–	Sell	-11,994	Closed	-$780K	–	293
2024 Q4	$780K	Buy	+11,994	New	+$734K	0.05%	108

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

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

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

PCM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Oxford Financial Group's SYF Position: Q1 2025 in Review

Oxford Financial Group sold out of Synchrony (SYF) in Q1 2025, closing a stake of 11,994 shares — an estimated $780K sold.

Oxford Financial Group first reported a position in SYF in Q4 2024 and held it in 1 quarter. The position peaked at $780K in Q4 2024. 870 funds tracked by Wall St. Rank hold SYF as of Q1 2025.

Oxford Financial Group reported no remaining Synchrony position as of Q1 2025 after selling out during the quarter.
Oxford Financial Group sold 11,994 Synchrony shares in Q1 2025, an estimated $780K.
Oxford Financial Group first reported a position in Synchrony in Q4 2024 and held it in 1 quarter.
Oxford Financial Group's Synchrony position peaked at $780K in Q4 2024.
870 funds tracked by Wall St. Rank held Synchrony as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.