PlanVest Financial’s Synchrony SYF Stock Holding History

PlanVest Financial’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	$40.9K	Buy	538 +2	+0.4%	+$147	0.03%	247
2026 Q1	$36.5K	Buy	+536	New	+$39K	0.03%	247

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

PlanVest Financial's SYF Position: Q2 2026 in Review

PlanVest Financial increased its Synchrony (SYF) stake by 0.37% in Q2 2026, buying an estimated $147 and bringing the position to 538 shares worth $40.9K. The position accounts for 0.03% of the portfolio, ranked #247.

PlanVest Financial first reported a position in SYF in Q1 2026 and has held it in 2 quarters since. 977 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

PlanVest Financial held 538 shares of Synchrony worth $40.9K as of Q2 2026.
PlanVest Financial bought 2 Synchrony shares in Q2 2026, an estimated $147.
Synchrony made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #247 holding.
PlanVest Financial first reported a position in Synchrony in Q1 2026 and has held it in 2 quarters since.
977 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.