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Summit Trail Advisors’s Synchrony SYF Stock Holding History

Summit Trail Advisors’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 		$3.4M Buy
44,658
+3,194
+8% +$235K 0.04% 303
2026
Q1 		$2.82M Buy
41,464
+5,164
+14% +$376K 0.04% 331
2025
Q4 		$3.03M Sell
36,300
-1,611
-4% -$123K 0.05% 232
2025
Q3 		$2.69M Buy
37,911
+9,260
+32% +$671K 0.04% 299
2025
Q2 		$1.91M Buy
28,651
+17,619
+160% +$985K 0.03% 277
2025
Q1 		$584K Buy
11,032
+4,524
+70% +$280K 0.02% 231
2024
Q4 		$423K Buy
+6,508
New +$398K 0.02% 244
2018
Q1 		– Sell
-3,610
Closed -$143K – 1512
2017
Q4 		$143K Buy
+3,610
New +$124K 0.02% 527

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

Summit Trail Advisors's SYF Position: Q2 2026 in Review

Summit Trail Advisors increased its Synchrony (SYF) stake by 7.7% in Q2 2026, buying an estimated $235K and bringing the position to 44,658 shares worth $3.4M. The position accounts for 0.04% of the portfolio, ranked #303.

Summit Trail Advisors first reported a position in SYF in Q4 2017 and has held it in 8 quarters since. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Summit Trail Advisors held 44,658 shares of Synchrony worth $3.4M as of Q2 2026.
  • Summit Trail Advisors bought 3,194 Synchrony shares in Q2 2026, an estimated $235K.
  • Synchrony made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #303 holding.
  • Summit Trail Advisors first reported a position in Synchrony in Q4 2017 and has held it in 8 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.