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 Q2	–	Sell	-7,316	Closed	-$498K	–	89
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

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 $3.38T AUM 44.17% 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

Potentia Wealth's SYF Position: Q2 2026 in Review

Potentia Wealth sold out of Synchrony (SYF) in Q2 2026, closing a stake of 7,316 shares — an estimated $498K sold.

Potentia Wealth first reported a position in SYF in Q4 2024 and held it in 6 quarters. The position peaked at $839K in Q4 2024. 1,007 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Potentia Wealth reported no remaining Synchrony position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 7,316 Synchrony shares in Q2 2026, an estimated $498K.
Potentia Wealth first reported a position in Synchrony in Q4 2024 and held it in 6 quarters.
Potentia Wealth's Synchrony position peaked at $839K in Q4 2024.
1,007 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.