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
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

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SageView Advisory Group's SYF Position: Q4 2025 in Review

SageView Advisory Group reduced its Synchrony (SYF) stake by 11% in Q4 2025, selling an estimated $39.3K and leaving 4,207 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #440.

SageView Advisory Group first reported a position in SYF in Q4 2024 and has held it in 5 quarters since. 993 funds tracked by Wall St. Rank hold SYF as of Q4 2025.

  • SageView Advisory Group held 4,207 shares of Synchrony worth $351K as of Q4 2025.
  • SageView Advisory Group sold 514 Synchrony shares in Q4 2025, an estimated $39.3K.
  • Synchrony made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #440 holding.
  • SageView Advisory Group first reported a position in Synchrony in Q4 2024 and has held it in 5 quarters since.
  • 993 funds tracked by Wall St. Rank held Synchrony as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.