Potentia Wealth’s Synchrony SYF Stock Holding History

Potentia Wealth’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	$498K	Sell	7,316 -778	-10%	-$56.6K	0.19%	56
2025 Q4	$675K	Sell	8,094 -38	-0.5%	-$2.9K	0.25%	46
2025 Q3	$578K	Sell	8,132 -652	-7%	-$47.2K	0.22%	50
2025 Q2	$586K	Sell	8,784 -2,888	-25%	-$161K	0.33%	35
2025 Q1	$618K	Sell	11,672 -1,229	-10%	-$76K	0.29%	45
2024 Q4	$839K	Buy	+12,901	New	+$790K	0.37%	39

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

Potentia Wealth's SYF Position: Q1 2026 in Review

Potentia Wealth reduced its Synchrony (SYF) stake by 9.6% in Q1 2026, selling an estimated $56.6K and leaving 7,316 shares worth $498K. The position accounts for 0.19% of the portfolio, ranked #56.

Potentia Wealth first reported a position in SYF in Q4 2024 and has held it in 6 quarters since. The position peaked at $839K in Q4 2024. 963 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Potentia Wealth held 7,316 shares of Synchrony worth $498K as of Q1 2026.
Potentia Wealth sold 778 Synchrony shares in Q1 2026, an estimated $56.6K.
Synchrony made up 0.19% of Potentia Wealth's portfolio in Q1 2026, its #56 holding.
Potentia Wealth first reported a position in Synchrony in Q4 2024 and has held it in 6 quarters since.
Potentia Wealth's Synchrony position peaked at $839K in Q4 2024.
963 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

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