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 Q2	$307K	Sell	4,036 -45	-1%	-$3.31K	0.03%	128
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Philip James Wealth Mangement's SYF Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Synchrony (SYF) stake by 1.1% in Q2 2026, selling an estimated $3.31K and leaving 4,036 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #128.

Philip James Wealth Mangement first reported a position in SYF in Q3 2024 and has held it in 8 quarters since. The position peaked at $393K in Q4 2024. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Philip James Wealth Mangement held 4,036 shares of Synchrony worth $307K as of Q2 2026.
Philip James Wealth Mangement sold 45 Synchrony shares in Q2 2026, an estimated $3.31K.
Synchrony made up 0.03% of Philip James Wealth Mangement's portfolio in Q2 2026, its #128 holding.
Philip James Wealth Mangement first reported a position in Synchrony in Q3 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's Synchrony position peaked at $393K in Q4 2024.
1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.