PDS Planning’s Synchrony SYF Stock Holding History

PDS Planning’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	–	Sell	-2,709	Closed	-$226K	–	588
2025 Q4	$226K	Buy	+2,709	New	+$207K	0.02%	475

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

PDS Planning's SYF Position: Q1 2026 in Review

PDS Planning sold out of Synchrony (SYF) in Q1 2026, closing a stake of 2,709 shares — an estimated $226K sold.

PDS Planning first reported a position in SYF in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

PDS Planning reported no remaining Synchrony position as of Q1 2026 after selling out during the quarter.
PDS Planning sold 2,709 Synchrony shares in Q1 2026, an estimated $226K.
PDS Planning first reported a position in Synchrony in Q4 2025 and held it in 1 quarter.
PDS Planning's Synchrony position peaked at $226K in Q4 2025.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.