SWP
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Sagespring Wealth Partners’s Synchrony SYF Stock Holding History

Sagespring Wealth 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 		$657K Buy
8,633
+1,774
+26% +$130K 0.01% 459
2026
Q1 		$467K Sell
6,859
-264
-4% -$19.2K 0.01% 515
2025
Q4 		$594K Buy
7,123
+1,420
+25% +$109K 0.01% 430
2025
Q3 		$405K Buy
5,703
+568
+11% +$41.2K 0.01% 510
2025
Q2 		$343K Buy
5,135
+756
+17% +$42.3K 0.01% 540
2025
Q1 		$232K Buy
4,379
+507
+13% +$31.4K 0.01% 601
2024
Q4 		$252K Buy
+3,872
New +$237K 0.01% 524

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

Sagespring Wealth Partners's SYF Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Synchrony (SYF) stake by 26% in Q2 2026, buying an estimated $130K and bringing the position to 8,633 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #459.

Sagespring Wealth Partners first reported a position in SYF in Q4 2024 and has held it in 7 quarters since. 1,006 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Sagespring Wealth Partners held 8,633 shares of Synchrony worth $657K as of Q2 2026.
  • Sagespring Wealth Partners bought 1,774 Synchrony shares in Q2 2026, an estimated $130K.
  • Synchrony made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #459 holding.
  • Sagespring Wealth Partners first reported a position in Synchrony in Q4 2024 and has held it in 7 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.