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Ruedi Wealth Management’s Synchrony SYF Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-12
Closed -$635 – 285
2025
Q1 		$635 Hold
12
– – ﹤0.01% 302
2024
Q4 		$780 Hold
12
– – ﹤0.01% 302
2024
Q3 		$599 Sell
12
-11
-48% -$532 ﹤0.01% 314
2024
Q2 		$1.08K Buy
+23
New +$999 ﹤0.01% 365

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ruedi Wealth Management's SYF Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Synchrony (SYF) in Q2 2025, closing a stake of 12 shares — an estimated $635 sold.

Ruedi Wealth Management first reported a position in SYF in Q2 2024 and held it in 4 quarters. The position peaked at $1.08K in Q2 2024. 875 funds tracked by Wall St. Rank hold SYF as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Synchrony position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 12 Synchrony shares in Q2 2025, an estimated $635.
  • Ruedi Wealth Management first reported a position in Synchrony in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Synchrony position peaked at $1.08K in Q2 2024.
  • 875 funds tracked by Wall St. Rank held Synchrony as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.