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Sage Mountain Advisors’s Synchrony SYF Stock Holding History

Sage Mountain Advisors’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 		– Sell
-4,840
Closed -$404K – 530
2025
Q4 		$404K Buy
+4,840
New +$370K 0.02% 322
2025
Q1 		– Sell
-3,557
Closed -$231K – 519
2024
Q4 		$231K Buy
+3,557
New +$218K 0.02% 349

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

Sage Mountain Advisors's SYF Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Synchrony (SYF) in Q1 2026, closing a stake of 4,840 shares — an estimated $404K sold.

Sage Mountain Advisors first reported a position in SYF in Q4 2024 and held it in 2 quarters. The position peaked at $404K in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Synchrony position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,840 Synchrony shares in Q1 2026, an estimated $404K.
  • Sage Mountain Advisors first reported a position in Synchrony in Q4 2024 and held it in 2 quarters.
  • Sage Mountain Advisors's Synchrony position peaked at $404K in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.