Pinnacle Wealth Planning Services’s Synchrony SYF Stock Holding History

Pinnacle Wealth Planning Services’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	$336K	Buy	4,936 +29	+0.6%	+$2.11K	0.03%	301
2025 Q4	$409K	Buy	4,907 +3	+0.1%	+$229	0.04%	250
2025 Q3	$348K	Buy	4,904 +912	+23%	+$66.1K	0.04%	278
2025 Q2	$266K	Buy	+3,992	New	+$223K	0.04%	333
2021 Q1	–	Sell	-2,737	Closed	-$95K	–	1749
2020 Q4	$95K	Buy	+2,737	New	+$82.3K	0.02%	492

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

Pinnacle Wealth Planning Services's SYF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Synchrony (SYF) stake by 0.59% in Q1 2026, buying an estimated $2.11K and bringing the position to 4,936 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #301.

Pinnacle Wealth Planning Services first reported a position in SYF in Q4 2020 and has held it in 5 quarters since. The position peaked at $409K in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Pinnacle Wealth Planning Services held 4,936 shares of Synchrony worth $336K as of Q1 2026.
Pinnacle Wealth Planning Services bought 29 Synchrony shares in Q1 2026, an estimated $2.11K.
Synchrony made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #301 holding.
Pinnacle Wealth Planning Services first reported a position in Synchrony in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Synchrony position peaked at $409K in Q4 2025.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.