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Rothschild Investment LLC’s Synchrony SYF Stock Holding History

Rothschild Investment LLC’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 		$216K Sell
2,834
-196
-6% -$14.4K 0.01% 840
2026
Q1 		$206K Buy
3,030
+2,116
+232% +$154K 0.01% 660
2025
Q4 		$76.3K Sell
914
-620
-40% -$47.4K ﹤0.01% 898
2025
Q3 		$109K Buy
1,534
+755
+97% +$54.7K 0.01% 774
2025
Q2 		$52K Sell
779
-83
-10% -$4.64K ﹤0.01% 773
2025
Q1 		$45.6K Buy
862
+308
+56% +$19K ﹤0.01% 793
2024
Q4 		$36K Buy
554
+27
+5% +$1.65K ﹤0.01% 860
2024
Q3 		$26.3K Buy
527
+57
+12% +$2.76K ﹤0.01% 935
2024
Q2 		$22.2K Buy
470
+85
+22% +$3.69K ﹤0.01% 945
2024
Q1 		$16.6K Buy
385
+115
+43% +$4.58K ﹤0.01% 965
2023
Q4 		$10.3K Buy
+270
New +$8.54K ﹤0.01% 987
2022
Q2 		– Sell
-7,400
Closed -$258K – 502
2022
Q1 		$258K Buy
+7,400
New +$310K 0.02% 416
2021
Q4 		– Sell
-6,800
Closed -$332K – 510
2021
Q3 		$332K Hold
6,800
– – 0.03% 373
2021
Q2 		$330K Buy
+6,800
New +$310K 0.03% 385
2016
Q1 		– Sell
-50,000
Closed -$1.52M – 498
2015
Q4 		$1.52M Buy
+50,000
New +$1.57M 0.19% 122

Other funds holding SYF

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's SYF Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Synchrony (SYF) stake by 6.5% in Q2 2026, selling an estimated $14.4K and leaving 2,834 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #840.

Rothschild Investment LLC first reported a position in SYF in Q4 2015 and has held it in 15 quarters since. The position peaked at $1.52M in Q4 2015. 486 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Rothschild Investment LLC held 2,834 shares of Synchrony worth $216K as of Q2 2026.
  • Rothschild Investment LLC sold 196 Synchrony shares in Q2 2026, an estimated $14.4K.
  • Synchrony made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #840 holding.
  • Rothschild Investment LLC first reported a position in Synchrony in Q4 2015 and has held it in 15 quarters since.
  • Rothschild Investment LLC's Synchrony position peaked at $1.52M in Q4 2015.
  • 486 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.