Summit Financial’s Synchrony SYF Stock Holding History

Summit Financial’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	$3.55M	Sell	46,739 -752	-2%	-$55.2K	0.04%	444
2026 Q1	$3.23M	Buy	+47,491	New	+$3.45M	0.04%	435
2025 Q4	–	Sell	-14,576	Closed	-$1.04M	–	1326
2025 Q3	$1.04M	Buy	14,576 +139	+1%	+$10.1K	0.02%	643
2025 Q2	$963K	Sell	14,437 -23	-0.2%	-$1.29K	0.02%	418
2025 Q1	$766K	Buy	+14,460	New	+$894K	0.02%	422

Other funds holding SYF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Summit Financial's SYF Position: Q2 2026 in Review

Summit Financial reduced its Synchrony (SYF) stake by 1.6% in Q2 2026, selling an estimated $55.2K and leaving 46,739 shares worth $3.55M. The position accounts for 0.04% of the portfolio, ranked #444.

Summit Financial first reported a position in SYF in Q1 2025 and has held it in 5 quarters since. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Summit Financial held 46,739 shares of Synchrony worth $3.55M as of Q2 2026.
Summit Financial sold 752 Synchrony shares in Q2 2026, an estimated $55.2K.
Synchrony made up 0.04% of Summit Financial's portfolio in Q2 2026, its #444 holding.
Summit Financial first reported a position in Synchrony in Q1 2025 and has held it in 5 quarters since.
1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.