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Poinciana Advisors Group’s Synchrony SYF Stock Holding History

Poinciana Advisors 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
Q2 		$251K Hold
3,297
– – 0.19% 89
2026
Q1 		$224K Hold
3,297
– – 0.18% 113
2025
Q4 		$275K Sell
3,297
-34
-1% -$2.6K 0.22% 84
2025
Q3 		$237K Hold
3,331
– – 0.2% 98
2025
Q2 		$222K Buy
+3,331
New +$186K 0.2% 109
2025
Q1 		– Sell
-3,297
Closed -$214K – 126
2024
Q4 		$214K Buy
+3,297
New +$202K 0.22% 86

Other funds holding SYF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Poinciana Advisors Group's SYF Position: Q2 2026 in Review

Poinciana Advisors Group held its Synchrony (SYF) position steady in Q2 2026 at 3,297 shares worth $251K. The position accounts for 0.19% of the portfolio, ranked #89.

Poinciana Advisors Group first reported a position in SYF in Q4 2024 and has held it in 6 quarters since. The position peaked at $275K in Q4 2025. 545 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Poinciana Advisors Group held 3,297 shares of Synchrony worth $251K as of Q2 2026.
  • Poinciana Advisors Group left its Synchrony share count unchanged in Q2 2026.
  • Synchrony made up 0.19% of Poinciana Advisors Group's portfolio in Q2 2026, its #89 holding.
  • Poinciana Advisors Group first reported a position in Synchrony in Q4 2024 and has held it in 6 quarters since.
  • Poinciana Advisors Group's Synchrony position peaked at $275K in Q4 2025.
  • 545 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.