Planned Solutions’s Synchrony SYF Stock Holding History

Planned Solutions’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	$287K	Buy	3,779 +89	+2%	+$6.54K	0.08%	116
2026 Q1	$251K	Hold	3,690	–	–	0.08%	115
2025 Q4	$308K	Hold	3,690	–	–	0.1%	99
2025 Q3	$262K	Hold	3,690	–	–	0.09%	109
2025 Q2	$246K	Buy	+3,690	New	+$206K	0.09%	102
2025 Q1	–	Sell	-3,690	Closed	-$240K	–	118
2024 Q4	$240K	Hold	3,690	–	–	0.1%	95
2024 Q3	$184K	Buy	+3,690	New	+$179K	0.07%	124
2024 Q1	–	Sell	-3,690	Closed	-$141K	–	491
2023 Q4	$141K	Buy	+3,690	New	+$117K	0.07%	129
2021 Q1	–	Sell	-2,400	Closed	-$83K	–	364
2020 Q4	$83K	Hold	2,400	–	–	0.07%	123
2020 Q3	$63K	Buy	+2,400	New	+$58.3K	0.06%	122

Other funds holding SYF

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Planned Solutions's SYF Position: Q2 2026 in Review

Planned Solutions increased its Synchrony (SYF) stake by 2.4% in Q2 2026, buying an estimated $6.54K and bringing the position to 3,779 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #116.

Planned Solutions first reported a position in SYF in Q3 2020 and has held it in 10 quarters since. The position peaked at $308K in Q4 2025. 376 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Planned Solutions held 3,779 shares of Synchrony worth $287K as of Q2 2026.
Planned Solutions bought 89 Synchrony shares in Q2 2026, an estimated $6.54K.
Synchrony made up 0.08% of Planned Solutions's portfolio in Q2 2026, its #116 holding.
Planned Solutions first reported a position in Synchrony in Q3 2020 and has held it in 10 quarters since.
Planned Solutions's Synchrony position peaked at $308K in Q4 2025.
376 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.