SWM
SYF icon

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
Q2 		$19.9K Sell
262
-19
-7% -$1.4K ﹤0.01% 782
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

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 $3.38T AUM 44.17% 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

SHP Wealth Management's SYF Position: Q2 2026 in Review

SHP Wealth Management reduced its Synchrony (SYF) stake by 6.8% in Q2 2026, selling an estimated $1.4K and leaving 262 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

SHP Wealth Management first reported a position in SYF in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.3K in Q4 2025. 1,007 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • SHP Wealth Management held 262 shares of Synchrony worth $19.9K as of Q2 2026.
  • SHP Wealth Management sold 19 Synchrony shares in Q2 2026, an estimated $1.4K.
  • Synchrony made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #782 holding.
  • SHP Wealth Management first reported a position in Synchrony in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Synchrony position peaked at $21.3K in Q4 2025.
  • 1,007 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.