Richard Bernstein Advisors’s Synchrony SYF Stock Holding History

Richard Bernstein Advisors’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
2025 Q2	–	Sell	-63,129	Closed	-$3.34M	–	243
2025 Q1	$3.34M	Sell	63,129 -2,992	-5%	-$185K	0.08%	125
2024 Q4	$4.3M	Sell	66,121 -23,103	-26%	-$1.41M	0.1%	97
2024 Q3	$4.45M	Hold	89,224	–	–	0.1%	93
2024 Q2	$4.21M	Buy	89,224 +9	+0%	+$391	0.09%	81
2024 Q1	$3.85M	Hold	89,215	–	–	0.08%	93
2023 Q4	$3.41M	Buy	89,215 +50	+0.1%	+$1.58K	0.08%	102
2023 Q3	$2.73M	Buy	+89,165	New	+$2.97M	0.06%	151
2019 Q1	–	Sell	-16,076	Closed	-$377K	–	356
2018 Q4	$377K	Hold	16,076	–	–	0.01%	317
2018 Q3	$500K	Hold	16,076	–	–	0.01%	335
2018 Q2	$537K	Buy	16,076 +5,432	+51%	+$187K	0.02%	316
2018 Q1	$357K	Hold	10,644	–	–	0.01%	299
2017 Q4	$411K	Buy	+10,644	New	+$364K	0.02%	240

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Richard Bernstein Advisors's SYF Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of Synchrony (SYF) in Q2 2025, closing a stake of 63,129 shares — an estimated $3.34M sold.

Richard Bernstein Advisors first reported a position in SYF in Q4 2017 and held it in 12 quarters. The position peaked at $4.45M in Q3 2024. 875 funds tracked by Wall St. Rank hold SYF as of Q2 2025.

Richard Bernstein Advisors reported no remaining Synchrony position as of Q2 2025 after selling out during the quarter.
Richard Bernstein Advisors sold 63,129 Synchrony shares in Q2 2025, an estimated $3.34M.
Richard Bernstein Advisors first reported a position in Synchrony in Q4 2017 and held it in 12 quarters.
Richard Bernstein Advisors's Synchrony position peaked at $4.45M in Q3 2024.
875 funds tracked by Wall St. Rank held Synchrony as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.