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Spire Wealth Management’s Synchrony SYF Stock Holding History

Spire 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 		$5.86K Hold
77
– – ﹤0.01% 1795
2026
Q1 		$5.24K Sell
77
-60
-44% -$4.36K ﹤0.01% 1828
2025
Q4 		$11.4K Buy
137
+12
+10% +$917 ﹤0.01% 1664
2025
Q3 		$8.88K Buy
125
+1
+0.8% +$72 ﹤0.01% 1790
2025
Q2 		$8.28K Sell
124
-115
-48% -$6.43K ﹤0.01% 1781
2025
Q1 		$12.7K Buy
239
+123
+106% +$7.61K ﹤0.01% 1768
2024
Q4 		$7.54K Buy
116
+2
+2% +$122 ﹤0.01% 1926
2024
Q3 		$5.71K Buy
114
+50
+78% +$2.42K ﹤0.01% 1788
2024
Q2 		$3.04K Sell
64
-443
-87% -$19.2K ﹤0.01% 1929
2024
Q1 		$21.9K Buy
507
+6
+1% +$239 ﹤0.01% 1489
2023
Q4 		$18.5K Sell
501
-48
-9% -$1.52K ﹤0.01% 1562
2023
Q3 		$16.8K Buy
549
+6
+1% +$200 ﹤0.01% 1563
2023
Q2 		$18.4K Sell
543
-814
-60% -$24.9K ﹤0.01% 1620
2023
Q1 		$39.5K Buy
1,357
+439
+48% +$14.7K ﹤0.01% 1298
2022
Q4 		$30K Sell
918
-69
-7% -$2.36K ﹤0.01% 1207
2022
Q3 		$28K Sell
987
-21
-2% -$678 ﹤0.01% 1189
2022
Q2 		$28K Sell
1,008
-1,560
-61% -$54.2K ﹤0.01% 1537
2022
Q1 		$89K Buy
2,568
+1,697
+195% +$71K ﹤0.01% 1206
2021
Q4 		$40K Buy
871
+805
+1,220% +$38.7K ﹤0.01% 1825
2021
Q3 		$3K Buy
+66
New +$3.21K ﹤0.01% 2417
2021
Q2 		– Sell
-805
Closed -$33K – 2950
2021
Q1 		$33K Buy
+805
New +$31K ﹤0.01% 1939

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

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

Spire Wealth Management held its Synchrony (SYF) position steady in Q2 2026 at 77 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Spire Wealth Management first reported a position in SYF in Q1 2021 and has held it in 21 quarters since. The position peaked at $89K in Q1 2022. 996 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Spire Wealth Management held 77 shares of Synchrony worth $5.86K as of Q2 2026.
  • Spire Wealth Management left its Synchrony share count unchanged in Q2 2026.
  • Synchrony made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1795 holding.
  • Spire Wealth Management first reported a position in Synchrony in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's Synchrony position peaked at $89K in Q1 2022.
  • 996 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.