Philip James Wealth Mangement’s Synchrony SYF Stock Holding History

Philip James Wealth Mangement’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	$278K	Sell	4,081 -21	-0.5%	-$1.53K	0.03%	139
2025 Q4	$342K	Sell	4,102 -50	-1%	-$3.82K	0.04%	142
2025 Q3	$295K	Sell	4,152 -126	-3%	-$9.13K	0.03%	154
2025 Q2	$286K	Sell	4,278 -1,470	-26%	-$82.2K	0.04%	142
2025 Q1	$304K	Sell	5,748 -301	-5%	-$18.6K	0.04%	134
2024 Q4	$393K	Sell	6,049 -75	-1%	-$4.59K	0.05%	120
2024 Q3	$305K	Buy	+6,124	New	+$296K	0.04%	124

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

Philip James Wealth Mangement's SYF Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Synchrony (SYF) stake by 0.51% in Q1 2026, selling an estimated $1.53K and leaving 4,081 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #139.

Philip James Wealth Mangement first reported a position in SYF in Q3 2024 and has held it in 7 quarters since. The position peaked at $393K in Q4 2024. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Philip James Wealth Mangement held 4,081 shares of Synchrony worth $278K as of Q1 2026.
Philip James Wealth Mangement sold 21 Synchrony shares in Q1 2026, an estimated $1.53K.
Synchrony made up 0.03% of Philip James Wealth Mangement's portfolio in Q1 2026, its #139 holding.
Philip James Wealth Mangement first reported a position in Synchrony in Q3 2024 and has held it in 7 quarters since.
Philip James Wealth Mangement's Synchrony position peaked at $393K in Q4 2024.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.