SSG
SYF icon

Summit Securities Group’s Synchrony SYF Stock Holding History

Summit Securities Group’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
2025
Q1 		– Sell
-4,700
Closed -$306K – 1090
2024
Q4 		$306K Buy
+4,700
New +$288K 0.06% 160
2024
Q3 		– Sell
-10,000
Closed -$472K – 851
2024
Q2 		$472K Hold
10,000
– – 0.09% 103
2024
Q1 		$431K Buy
+10,000
New +$398K 0.07% 103

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

Summit Securities Group's SYF Position: Q1 2026 in Review

Summit Securities Group reduced its Synchrony (SYF) stake by 95% in Q1 2026, selling an estimated $87K and leaving 57 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Summit Securities Group first reported a position in SYF in Q3 2014 and has held it in 16 quarters since. The position peaked at $2.88M in Q2 2021. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Summit Securities Group held 57 shares of Synchrony worth $3.88K as of Q1 2026.
  • Summit Securities Group sold 1,196 Synchrony shares in Q1 2026, an estimated $87K.
  • Synchrony made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #843 holding.
  • Summit Securities Group first reported a position in Synchrony in Q3 2014 and has held it in 16 quarters since.
  • Summit Securities Group's Synchrony position peaked at $2.88M in Q2 2021.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.