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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Wealth's SYF Position: Q1 2026 in Review

Simplicity Wealth increased its Synchrony (SYF) stake by 14% in Q1 2026, buying an estimated $111K and bringing the position to 12,783 shares worth $870K. The position accounts for 0.05% of the portfolio, ranked #320.

Simplicity Wealth first reported a position in SYF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.79M in Q3 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Simplicity Wealth held 12,783 shares of Synchrony worth $870K as of Q1 2026.
Simplicity Wealth bought 1,527 Synchrony shares in Q1 2026, an estimated $111K.
Synchrony made up 0.05% of Simplicity Wealth's portfolio in Q1 2026, its #320 holding.
Simplicity Wealth first reported a position in Synchrony in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Synchrony position peaked at $1.79M in Q3 2025.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.