Root Financial Partners
SYF icon

Root Financial Partners’s Synchrony SYF Stock Holding History

Root Financial Partners’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 		$190K Buy
+2,678
New +$204K 0.01% 466
2026
Q2 		– Sell
-2,713
Closed -$185K – 2860
2026
Q1 		$185K Buy
2,713
+1,380
+104% +$100K 0.01% 350
2025
Q4 		$111K Buy
1,333
+182
+16% +$13.9K 0.01% 433
2025
Q3 		$81.8K Buy
+1,151
New +$83.4K 0.01% 509

Other funds holding SYF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's SYF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Synchrony (SYF) in Q3 2026: 2,678 shares worth $190K. The stake represents 0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SYF as recently as Q1 2026.

Root Financial Partners first reported a position in SYF in Q3 2025 and has held it in 4 quarters since. 825 funds tracked by Wall St. Rank hold SYF as of Q3 2026.

  • Root Financial Partners held 2,678 shares of Synchrony worth $190K as of Q3 2026.
  • Synchrony was a new Root Financial Partners position in Q3 2026.
  • Synchrony made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #466 holding.
  • Root Financial Partners first reported a position in Synchrony in Q3 2025 and has held it in 4 quarters since.
  • 825 funds tracked by Wall St. Rank held Synchrony as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.