RWM
SYF icon

Ritholtz Wealth Management’s Synchrony SYF Stock Holding History

Ritholtz Wealth Management’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
Q1 		$5.92M Sell
87,098
-7,023
-7% -$511K 0.1% 132
2025
Q4 		$7.85M Buy
94,121
+16,901
+22% +$1.29M 0.14% 82
2025
Q3 		$5.49M Buy
77,220
+32,802
+74% +$2.38M 0.11% 116
2025
Q2 		$2.96M Buy
44,418
+2,861
+7% +$160K 0.07% 204
2025
Q1 		$2.2M Buy
41,557
+9,121
+28% +$564K 0.07% 231
2024
Q4 		$2.11M Buy
32,436
+4,449
+16% +$272K 0.06% 225
2024
Q3 		$1.4M Buy
27,987
+3,174
+13% +$154K 0.04% 300
2024
Q2 		$1.17M Buy
24,813
+7,313
+42% +$317K 0.04% 319
2024
Q1 		$755K Sell
17,500
-833
-5% -$33.2K 0.03% 430
2023
Q4 		$700K Sell
18,333
-6,905
-27% -$218K 0.03% 410
2023
Q3 		$772K Sell
25,238
-3,981
-14% -$132K 0.03% 349
2023
Q2 		$991K Buy
29,219
+3,622
+14% +$111K 0.04% 271
2023
Q1 		$744K Sell
25,597
-9,685
-27% -$325K 0.04% 329
2022
Q4 		$1.16M Buy
35,282
+490
+1% +$16.8K 0.06% 212
2022
Q3 		$981K Buy
34,792
+9,369
+37% +$302K 0.05% 244
2022
Q2 		$702K Buy
25,423
+1,201
+5% +$41.7K 0.04% 247
2022
Q1 		$843K Sell
24,222
-4,000
-14% -$167K 0.06% 212
2021
Q4 		$1.31M Buy
28,222
+1,364
+5% +$65.6K 0.08% 123
2021
Q3 		$1.31M Buy
26,858
+1,206
+5% +$58.6K 0.09% 104
2021
Q2 		$1.25M Buy
25,652
+6,113
+31% +$279K 0.09% 109
2021
Q1 		$794K Buy
19,539
+2,539
+15% +$97.9K 0.07% 137
2020
Q4 		$590K Buy
17,000
+3,515
+26% +$106K 0.06% 140
2020
Q3 		$353K Buy
+13,485
New +$328K 0.04% 186

Other funds holding SYF

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ritholtz Wealth Management's SYF Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Synchrony (SYF) stake by 7.5% in Q1 2026, selling an estimated $511K and leaving 87,098 shares worth $5.92M. The position accounts for 0.1% of the portfolio, ranked #132.

Ritholtz Wealth Management first reported a position in SYF in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.85M in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Ritholtz Wealth Management held 87,098 shares of Synchrony worth $5.92M as of Q1 2026.
  • Ritholtz Wealth Management sold 7,023 Synchrony shares in Q1 2026, an estimated $511K.
  • Synchrony made up 0.1% of Ritholtz Wealth Management's portfolio in Q1 2026, its #132 holding.
  • Ritholtz Wealth Management first reported a position in Synchrony in Q3 2020 and has held it in 23 quarters since.
  • Ritholtz Wealth Management's Synchrony position peaked at $7.85M in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.