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Strategic Wealth Partners’s Synchrony SYF Stock Holding History

Strategic Wealth Partners’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 		$108K Hold
1,581
– – 0.01% 381
2025
Q4 		$132K Sell
1,581
-9,518
-86% -$727K 0.01% 372
2025
Q3 		$789K Hold
11,099
– – 0.06% 180
2025
Q2 		$741K Buy
+11,099
New +$621K 0.06% 175
2024
Q1 		– Sell
-20,815
Closed -$795K – 305
2023
Q4 		$795K Hold
20,815
– – 0.1% 145
2023
Q3 		$636K Hold
20,815
– – 0.08% 181
2023
Q2 		$706K Buy
+20,815
New +$636K 0.09% 176

Other funds holding SYF

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Strategic Wealth Partners's SYF Position: Q1 2026 in Review

Strategic Wealth Partners held its Synchrony (SYF) position steady in Q1 2026 at 1,581 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #381.

Strategic Wealth Partners first reported a position in SYF in Q2 2023 and has held it in 7 quarters since. The position peaked at $795K in Q4 2023. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Strategic Wealth Partners held 1,581 shares of Synchrony worth $108K as of Q1 2026.
  • Strategic Wealth Partners left its Synchrony share count unchanged in Q1 2026.
  • Synchrony made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #381 holding.
  • Strategic Wealth Partners first reported a position in Synchrony in Q2 2023 and has held it in 7 quarters since.
  • Strategic Wealth Partners's Synchrony position peaked at $795K in Q4 2023.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.