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SHP Wealth Management’s Synchrony SYF Stock Holding History

SHP Wealth Management’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 		$19.1K Buy
281
+25
+10% +$1.82K ﹤0.01% 736
2025
Q4 		$21.3K Buy
+256
New +$19.6K ﹤0.01% 675

Other funds holding SYF

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.37T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHP Wealth Management's SYF Position: Q1 2026 in Review

SHP Wealth Management increased its Synchrony (SYF) stake by 9.8% in Q1 2026, buying an estimated $1.82K and bringing the position to 281 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

SHP Wealth Management first reported a position in SYF in Q4 2025 and has held it in 2 quarters since. The position peaked at $21.3K in Q4 2025. 966 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • SHP Wealth Management held 281 shares of Synchrony worth $19.1K as of Q1 2026.
  • SHP Wealth Management bought 25 Synchrony shares in Q1 2026, an estimated $1.82K.
  • Synchrony made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #736 holding.
  • SHP Wealth Management first reported a position in Synchrony in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Synchrony position peaked at $21.3K in Q4 2025.
  • 966 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.