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Principia Wealth Advisory’s Synchrony SYF Stock Holding History

Principia Wealth Advisory’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 		$4.18K Buy
55
+12
+28% +$881 ﹤0.01% 399
2026
Q1 		$2.92K Buy
43
+31
+258% +$2.25K ﹤0.01% 417
2025
Q4 		$1K Buy
12
+4
+50% +$306 ﹤0.01% 668
2025
Q3 		$568 Buy
8
+3
+60% +$217 ﹤0.01% 776
2025
Q2 		$334 Sell
5
-15
-75% -$839 ﹤0.01% 830
2025
Q1 		$1.01K Buy
20
+13
+186% +$804 ﹤0.01% 395
2024
Q4 		$455 Buy
+7
New +$429 ﹤0.01% 574

Other funds holding SYF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
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

Principia Wealth Advisory's SYF Position: Q2 2026 in Review

Principia Wealth Advisory increased its Synchrony (SYF) stake by 28% in Q2 2026, buying an estimated $881 and bringing the position to 55 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Principia Wealth Advisory first reported a position in SYF in Q4 2024 and has held it in 7 quarters since. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Principia Wealth Advisory held 55 shares of Synchrony worth $4.18K as of Q2 2026.
  • Principia Wealth Advisory bought 12 Synchrony shares in Q2 2026, an estimated $881.
  • Synchrony made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #399 holding.
  • Principia Wealth Advisory first reported a position in Synchrony in Q4 2024 and has held it in 7 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.