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 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	+$2.21K	﹤0.01%	854

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 $3.37T AUM 44.26% 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

Private Wealth Management Group's SYF Position: Q2 2026 in Review

Private Wealth Management Group held its Synchrony (SYF) position steady in Q2 2026 at 73 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Private Wealth Management Group first reported a position in SYF in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.09K in Q4 2025. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Private Wealth Management Group held 73 shares of Synchrony worth $5.55K as of Q2 2026.
Private Wealth Management Group left its Synchrony share count unchanged in Q2 2026.
Synchrony made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #811 holding.
Private Wealth Management Group first reported a position in Synchrony in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Synchrony position peaked at $6.09K in Q4 2025.
1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.