Premier Path Wealth Partners
SYF icon

Premier Path Wealth Partners’s Synchrony SYF Stock Holding History

Premier Path Wealth Partners’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
Q3 		$615K Buy
8,672
+1,787
+26% +$136K 0.07% 230
2026
Q2 		$524K Buy
6,885
+332
+5% +$24.4K 0.06% 259
2026
Q1 		$446K Buy
6,553
+29
+0.4% +$2.11K 0.06% 289
2025
Q4 		$544K Buy
6,524
+818
+14% +$62.5K 0.07% 241
2025
Q3 		$405K Buy
5,706
+704
+14% +$51K 0.05% 288
2025
Q2 		$334K Sell
5,002
-39
-0.8% -$2.18K 0.05% 310
2025
Q1 		$267K Sell
5,041
-225
-4% -$13.9K 0.04% 322
2024
Q4 		$342K Buy
5,266
+423
+9% +$25.9K 0.05% 282
2024
Q3 		$242K Sell
4,843
-14
-0.3% -$677 0.04% 334
2024
Q2 		$229K Sell
4,857
-72
-1% -$3.13K 0.04% 336
2024
Q1 		$213K Buy
+4,929
New +$196K 0.04% 325

Other funds holding SYF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Premier Path Wealth Partners's SYF Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Synchrony (SYF) stake by 26% in Q3 2026, buying an estimated $136K and bringing the position to 8,672 shares worth $615K. The position accounts for 0.07% of the portfolio, ranked #230.

Premier Path Wealth Partners first reported a position in SYF in Q1 2024 and has held it in 11 quarters since. 542 funds tracked by Wall St. Rank hold SYF as of Q3 2026.

  • Premier Path Wealth Partners held 8,672 shares of Synchrony worth $615K as of Q3 2026.
  • Premier Path Wealth Partners bought 1,787 Synchrony shares in Q3 2026, an estimated $136K.
  • Synchrony made up 0.07% of Premier Path Wealth Partners's portfolio in Q3 2026, its #230 holding.
  • Premier Path Wealth Partners first reported a position in Synchrony in Q1 2024 and has held it in 11 quarters since.
  • 542 funds tracked by Wall St. Rank held Synchrony as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.