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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
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

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

Root Financial Partners's SYF Position: Q1 2026 in Review

Root Financial Partners increased its Synchrony (SYF) stake by 104% in Q1 2026, buying an estimated $100K and bringing the position to 2,713 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #350.

Root Financial Partners first reported a position in SYF in Q3 2025 and has held it in 3 quarters since. 962 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Root Financial Partners held 2,713 shares of Synchrony worth $185K as of Q1 2026.
  • Root Financial Partners bought 1,380 Synchrony shares in Q1 2026, an estimated $100K.
  • Synchrony made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #350 holding.
  • Root Financial Partners first reported a position in Synchrony in Q3 2025 and has held it in 3 quarters since.
  • 962 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.