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Simplicity Wealth’s Synchrony SYF Stock Holding History

Simplicity Wealth’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 		$747K Sell
9,823
-2,960
-23% -$217K 0.03% 512
2026
Q1 		$870K Buy
12,783
+1,527
+14% +$111K 0.05% 320
2025
Q4 		$939K Sell
11,256
-13,998
-55% -$1.07M 0.06% 295
2025
Q3 		$1.79M Buy
25,254
+11,301
+81% +$819K 0.1% 202
2025
Q2 		$931K Sell
13,953
-8,055
-37% -$450K 0.04% 341
2025
Q1 		$1.17M Buy
22,008
+11,162
+103% +$690K 0.09% 225
2024
Q4 		$705K Buy
10,846
+2,009
+23% +$123K 0.15% 126
2024
Q3 		$441K Sell
8,837
-6,280
-42% -$304K 0.04% 317
2024
Q2 		$713K Buy
15,117
+1,023
+7% +$44.4K 0.02% 631
2024
Q1 		$608K Buy
+14,094
New +$561K 0.01% 668

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

Simplicity Wealth's SYF Position: Q2 2026 in Review

Simplicity Wealth reduced its Synchrony (SYF) stake by 23% in Q2 2026, selling an estimated $217K and leaving 9,823 shares worth $747K. The position accounts for 0.03% of the portfolio, ranked #512.

Simplicity Wealth first reported a position in SYF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.79M in Q3 2025. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Simplicity Wealth held 9,823 shares of Synchrony worth $747K as of Q2 2026.
  • Simplicity Wealth sold 2,960 Synchrony shares in Q2 2026, an estimated $217K.
  • Synchrony made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #512 holding.
  • Simplicity Wealth first reported a position in Synchrony in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Synchrony position peaked at $1.79M in Q3 2025.
  • 1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.