Rise Advisors’s Synchrony SYF Stock Holding History

Rise 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 Q4	–	Sell	-306	Closed	-$21.7K	–	1269
2025 Q3	$21.7K	Buy	306 +7	+2%	+$507	0.01%	532
2025 Q2	$20K	Buy	299 +20	+7%	+$1.12K	0.01%	539
2025 Q1	$14.8K	Buy	+279	New	+$17.3K	0.01%	696

Other funds holding SYF

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rise Advisors's SYF Position: Q4 2025 in Review

Rise Advisors sold out of Synchrony (SYF) in Q4 2025, closing a stake of 306 shares — an estimated $21.7K sold.

Rise Advisors first reported a position in SYF in Q1 2025 and held it in 3 quarters. The position peaked at $21.7K in Q3 2025. 997 funds tracked by Wall St. Rank hold SYF as of Q4 2025.

Rise Advisors reported no remaining Synchrony position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 306 Synchrony shares in Q4 2025, an estimated $21.7K.
Rise Advisors first reported a position in Synchrony in Q1 2025 and held it in 3 quarters.
Rise Advisors's Synchrony position peaked at $21.7K in Q3 2025.
997 funds tracked by Wall St. Rank held Synchrony as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.