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Pinnacle Wealth Management Advisory Group’s Synchrony SYF Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$269K Buy
+3,956
New +$288K 0.02% 442
2020
Q1 		– Sell
-10,800
Closed -$389K – 194
2019
Q4 		$389K Buy
10,800
+935
+9% +$33.5K 0.15% 129
2019
Q3 		$336K Buy
9,865
+360
+4% +$12.3K 0.14% 130
2019
Q2 		$330K Buy
9,505
+65
+0.7% +$2.2K 0.14% 136
2019
Q1 		$301K Buy
+9,440
New +$284K 0.14% 139

Other funds holding SYF

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's SYF Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in Synchrony (SYF) in Q1 2026: 3,956 shares worth $269K. The stake represents 0.02% of the portfolio and ranks #442 among its holdings. This is a return to the name: Pinnacle Wealth Management Advisory Group previously reported a position in SYF as recently as Q4 2019.

Pinnacle Wealth Management Advisory Group first reported a position in SYF in Q1 2019 and has held it in 5 quarters since. The position peaked at $389K in Q4 2019. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 3,956 shares of Synchrony worth $269K as of Q1 2026.
  • Synchrony was a new Pinnacle Wealth Management Advisory Group position in Q1 2026.
  • Synchrony made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #442 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Synchrony in Q1 2019 and has held it in 5 quarters since.
  • Pinnacle Wealth Management Advisory Group's Synchrony position peaked at $389K in Q4 2019.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.