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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Root Financial Partners's SYF Position: Q2 2026 in Review

Root Financial Partners sold out of Synchrony (SYF) in Q2 2026, closing a stake of 2,713 shares — an estimated $185K sold.

Root Financial Partners first reported a position in SYF in Q3 2025 and held it in 3 quarters. The position peaked at $185K in Q1 2026. 1,005 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Root Financial Partners reported no remaining Synchrony position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,713 Synchrony shares in Q2 2026, an estimated $185K.
  • Root Financial Partners first reported a position in Synchrony in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Synchrony position peaked at $185K in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.