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 Q3	$3.69K	Sell	52 -3	-5%	-$228	﹤0.01%	442
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Principia Wealth Advisory's SYF Position: Q3 2026 in Review

Principia Wealth Advisory reduced its Synchrony (SYF) stake by 5.5% in Q3 2026, selling an estimated $228 and leaving 52 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Principia Wealth Advisory first reported a position in SYF in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.18K in Q2 2026. 825 funds tracked by Wall St. Rank hold SYF as of Q3 2026.

Principia Wealth Advisory held 52 shares of Synchrony worth $3.69K as of Q3 2026.
Principia Wealth Advisory sold 3 Synchrony shares in Q3 2026, an estimated $228.
Synchrony made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #442 holding.
Principia Wealth Advisory first reported a position in Synchrony in Q4 2024 and has held it in 8 quarters since.
Principia Wealth Advisory's Synchrony position peaked at $4.18K in Q2 2026.
825 funds tracked by Wall St. Rank held Synchrony as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.