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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sagespring Wealth Partners's SYF Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Synchrony (SYF) stake by 3.7% in Q1 2026, selling an estimated $19.2K and leaving 6,859 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #515.

Sagespring Wealth Partners first reported a position in SYF in Q4 2024 and has held it in 6 quarters since. The position peaked at $594K in Q4 2025. 962 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Sagespring Wealth Partners held 6,859 shares of Synchrony worth $467K as of Q1 2026.
Sagespring Wealth Partners sold 264 Synchrony shares in Q1 2026, an estimated $19.2K.
Synchrony made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #515 holding.
Sagespring Wealth Partners first reported a position in Synchrony in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Synchrony position peaked at $594K in Q4 2025.
962 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.