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Physician Wealth Advisors’s Synchrony SYF Stock Holding History

Physician Wealth Advisors’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 		$114K Buy
1,505
+302
+25% +$22.2K 0.01% 292
2026
Q1 		$81.8K Sell
1,203
-170
-12% -$12.4K 0.01% 311
2025
Q4 		$115K Buy
1,373
+106
+8% +$8.1K 0.02% 257
2025
Q3 		$90K Buy
1,267
+129
+11% +$9.35K 0.01% 286
2025
Q2 		$76K Buy
1,138
+56
+5% +$3.13K 0.01% 293
2025
Q1 		$57.3K Buy
1,082
+21
+2% +$1.3K 0.01% 313
2024
Q4 		$69K Buy
+1,061
New +$64.9K 0.01% 302

Other funds holding SYF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Physician Wealth Advisors's SYF Position: Q2 2026 in Review

Physician Wealth Advisors increased its Synchrony (SYF) stake by 25% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,505 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #292.

Physician Wealth Advisors first reported a position in SYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $115K in Q4 2025. 401 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Physician Wealth Advisors held 1,505 shares of Synchrony worth $114K as of Q2 2026.
  • Physician Wealth Advisors bought 302 Synchrony shares in Q2 2026, an estimated $22.2K.
  • Synchrony made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #292 holding.
  • Physician Wealth Advisors first reported a position in Synchrony in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Synchrony position peaked at $115K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.