Private Wealth Management Group’s Synchrony SYF Stock Holding History

Private Wealth Management Group’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	$14.3K	Buy	201 +128	+175%	+$9.7K	﹤0.01%	534
2026 Q2	$5.55K	Hold	73	–	–	﹤0.01%	811
2026 Q1	$4.97K	Hold	73	–	–	﹤0.01%	772
2025 Q4	$6.09K	Hold	73	–	–	﹤0.01%	699
2025 Q3	$5.19K	Hold	73	–	–	﹤0.01%	780
2025 Q2	$4.87K	Buy	73 +1	+1%	+$56	﹤0.01%	765
2025 Q1	$3.81K	Hold	72	–	–	﹤0.01%	824
2024 Q4	$4.68K	Hold	72	–	–	﹤0.01%	767
2024 Q3	$3.59K	Buy	72 +2	+3%	+$97	﹤0.01%	857
2024 Q2	$3.3K	Hold	70	–	–	﹤0.01%	877
2024 Q1	$3.02K	Hold	70	–	–	﹤0.01%	806
2023 Q4	$2.67K	Buy	+70	New	+$2.22K	﹤0.01%	854

Other funds holding SYF

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Private Wealth Management Group's SYF Position: Q3 2026 in Review

Private Wealth Management Group increased its Synchrony (SYF) stake by 175% in Q3 2026, buying an estimated $9.7K and bringing the position to 201 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Private Wealth Management Group first reported a position in SYF in Q4 2023 and has held it in 12 quarters since. 423 funds tracked by Wall St. Rank hold SYF as of Q3 2026.

Private Wealth Management Group held 201 shares of Synchrony worth $14.3K as of Q3 2026.
Private Wealth Management Group bought 128 Synchrony shares in Q3 2026, an estimated $9.7K.
Synchrony made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #534 holding.
Private Wealth Management Group first reported a position in Synchrony in Q4 2023 and has held it in 12 quarters since.
423 funds tracked by Wall St. Rank held Synchrony as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.