Perigon Wealth Management
SYF icon

Perigon Wealth Management’s Synchrony SYF Stock Holding History

Perigon Wealth Management’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
Q3 		$267K Buy
3,764
+345
+10% +$26.2K ﹤0.01% 1216
2026
Q2 		$260K Buy
3,419
+216
+7% +$15.9K ﹤0.01% 1202
2026
Q1 		$218K Sell
3,203
-41
-1% -$2.98K ﹤0.01% 1178
2025
Q4 		$271K Buy
3,244
+289
+10% +$22.1K ﹤0.01% 1062
2025
Q3 		$210K Buy
+2,955
New +$214K ﹤0.01% 1141
2018
Q2 		– Sell
-331
Closed -$11K – 551
2018
Q1 		$11K Hold
331
– – ﹤0.01% 504
2017
Q4 		$13K Hold
331
– – ﹤0.01% 468
2017
Q3 		$10K Hold
331
– – ﹤0.01% 511
2017
Q2 		$10K Sell
331
-343
-51% -$10.2K ﹤0.01% 500
2017
Q1 		$23K Buy
674
+109
+19% +$3.91K ﹤0.01% 459
2016
Q4 		$20K Buy
565
+234
+71% +$7.47K ﹤0.01% 472
2016
Q3 		$9K Hold
331
– – ﹤0.01% 497
2016
Q2 		$8K Buy
+331
New +$9.6K ﹤0.01% 385

Other funds holding SYF

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Perigon Wealth Management's SYF Position: Q3 2026 in Review

Perigon Wealth Management increased its Synchrony (SYF) stake by 10% in Q3 2026, buying an estimated $26.2K and bringing the position to 3,764 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Perigon Wealth Management first reported a position in SYF in Q2 2016 and has held it in 13 quarters since. The position peaked at $271K in Q4 2025. 209 funds tracked by Wall St. Rank hold SYF as of Q3 2026.

  • Perigon Wealth Management held 3,764 shares of Synchrony worth $267K as of Q3 2026.
  • Perigon Wealth Management bought 345 Synchrony shares in Q3 2026, an estimated $26.2K.
  • Synchrony made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1216 holding.
  • Perigon Wealth Management first reported a position in Synchrony in Q2 2016 and has held it in 13 quarters since.
  • Perigon Wealth Management's Synchrony position peaked at $271K in Q4 2025.
  • 209 funds tracked by Wall St. Rank held Synchrony as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.