SAG
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SageView Advisory Group’s Synchrony SYF Stock Holding History

SageView Advisory Group’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 		$265K Sell
3,479
-134
-4% -$9.84K 0.01% 532
2026
Q1 		$246K Sell
3,613
-594
-14% -$43.2K 0.01% 520
2025
Q4 		$351K Sell
4,207
-514
-11% -$39.3K 0.01% 440
2025
Q3 		$335K Buy
4,721
+474
+11% +$34.3K 0.01% 482
2025
Q2 		$310K Sell
4,247
-484
-10% -$27.1K 0.01% 483
2025
Q1 		$250K Buy
4,731
+929
+24% +$57.4K 0.01% 520
2024
Q4 		$247K Buy
+3,802
New +$233K 0.01% 510

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

SageView Advisory Group's SYF Position: Q2 2026 in Review

SageView Advisory Group reduced its Synchrony (SYF) stake by 3.7% in Q2 2026, selling an estimated $9.84K and leaving 3,479 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #532.

SageView Advisory Group first reported a position in SYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $351K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • SageView Advisory Group held 3,479 shares of Synchrony worth $265K as of Q2 2026.
  • SageView Advisory Group sold 134 Synchrony shares in Q2 2026, an estimated $9.84K.
  • Synchrony made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #532 holding.
  • SageView Advisory Group first reported a position in Synchrony in Q4 2024 and has held it in 7 quarters since.
  • SageView Advisory Group's Synchrony position peaked at $351K in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.