Sequoia Financial Advisors’s Synchrony SYF Stock Holding History

Sequoia Financial 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 Q2	$1.32M	Sell	17,385 -191	-1%	-$14K	0.01%	818
2026 Q1	$1.2M	Sell	17,576 -230	-1%	-$16.7K	0.01%	815
2025 Q4	$1.49M	Buy	17,806 +7,077	+66%	+$541K	0.01%	703
2025 Q3	$762K	Buy	10,729 +1,720	+19%	+$125K	﹤0.01%	922
2025 Q2	$601K	Buy	9,009 +1,693	+23%	+$94.7K	﹤0.01%	912
2025 Q1	$387K	Sell	7,316 -116	-2%	-$7.17K	﹤0.01%	962
2024 Q4	$483K	Buy	7,432 +1,234	+20%	+$75.5K	﹤0.01%	819
2024 Q3	$309K	Buy	6,198 +785	+15%	+$38K	﹤0.01%	953
2024 Q2	$255K	Buy	5,413 +516	+11%	+$22.4K	﹤0.01%	965
2024 Q1	$211K	Buy	+4,897	New	+$195K	﹤0.01%	1038

Other funds holding SYF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sequoia Financial Advisors's SYF Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Synchrony (SYF) stake by 1.1% in Q2 2026, selling an estimated $14K and leaving 17,385 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #818.

Sequoia Financial Advisors first reported a position in SYF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.49M in Q4 2025. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Sequoia Financial Advisors held 17,385 shares of Synchrony worth $1.32M as of Q2 2026.
Sequoia Financial Advisors sold 191 Synchrony shares in Q2 2026, an estimated $14K.
Synchrony made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #818 holding.
Sequoia Financial Advisors first reported a position in Synchrony in Q1 2024 and has held it in 10 quarters since.
Sequoia Financial Advisors's Synchrony position peaked at $1.49M in Q4 2025.
998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.