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SteelPeak Wealth’s Synchrony SYF Stock Holding History

SteelPeak 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 		$3.24M Sell
42,605
-11,669
-22% -$857K 0.08% 179
2026
Q1 		$3.69M Buy
54,274
+2,891
+6% +$210K 0.11% 142
2025
Q4 		$4.29M Sell
51,383
-5,128
-9% -$392K 0.14% 109
2025
Q3 		$4.02M Buy
+56,511
New +$4.09M 0.13% 122
2023
Q2 		– Sell
-76,163
Closed -$2.21M – 501
2023
Q1 		$2.21M Buy
76,163
+30,002
+65% +$1.01M 0.15% 105
2022
Q4 		$1.52M Sell
46,161
-25,359
-35% -$869K 0.11% 142
2022
Q3 		$2.02M Buy
71,520
+15,712
+28% +$507K 0.15% 115
2022
Q2 		$1.54M Buy
55,808
+5,743
+11% +$199K 0.11% 130
2022
Q1 		$1.74M Buy
50,065
+18,222
+57% +$762K 0.1% 131
2021
Q4 		$1.48M Sell
31,843
-2,279
-7% -$110K 0.08% 142
2021
Q3 		$1.67M Buy
34,122
+8,339
+32% +$405K 0.11% 118
2021
Q2 		$1.25M Buy
+25,783
New +$1.17M 0.09% 154
2020
Q2 		– Sell
-42,040
Closed -$676K – 311
2020
Q1 		$676K Buy
42,040
+9,633
+30% +$281K 0.11% 128
2019
Q4 		$1.17M Buy
+32,407
New +$1.16M 0.16% 110

Other funds holding SYF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

SteelPeak Wealth's SYF Position: Q2 2026 in Review

SteelPeak Wealth reduced its Synchrony (SYF) stake by 22% in Q2 2026, selling an estimated $857K and leaving 42,605 shares worth $3.24M. The position accounts for 0.08% of the portfolio, ranked #179.

SteelPeak Wealth first reported a position in SYF in Q4 2019 and has held it in 14 quarters since. The position peaked at $4.29M in Q4 2025. 130 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • SteelPeak Wealth held 42,605 shares of Synchrony worth $3.24M as of Q2 2026.
  • SteelPeak Wealth sold 11,669 Synchrony shares in Q2 2026, an estimated $857K.
  • Synchrony made up 0.08% of SteelPeak Wealth's portfolio in Q2 2026, its #179 holding.
  • SteelPeak Wealth first reported a position in Synchrony in Q4 2019 and has held it in 14 quarters since.
  • SteelPeak Wealth's Synchrony position peaked at $4.29M in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.