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 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	+$9.63K	﹤0.01%	385

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

Perigon Wealth Management's SYF Position: Q1 2026 in Review

Perigon Wealth Management reduced its Synchrony (SYF) stake by 1.3% in Q1 2026, selling an estimated $2.98K and leaving 3,203 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Perigon Wealth Management first reported a position in SYF in Q2 2016 and has held it in 11 quarters since. The position peaked at $271K in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Perigon Wealth Management held 3,203 shares of Synchrony worth $218K as of Q1 2026.
Perigon Wealth Management sold 41 Synchrony shares in Q1 2026, an estimated $2.98K.
Synchrony made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1178 holding.
Perigon Wealth Management first reported a position in Synchrony in Q2 2016 and has held it in 11 quarters since.
Perigon Wealth Management's Synchrony position peaked at $271K in Q4 2025.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.