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Synergy Financial Group’s New York Times NYT Stock Holding History

Synergy Financial Group’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$202K Sell
2,880
-103
-3% -$7.94K 0.15% 118
2026
Q1 		$250K Hold
2,983
– – 0.19% 105
2025
Q4 		$207K Buy
+2,983
New +$185K 0.15% 112
2025
Q1 		– Sell
-3,899
Closed -$203K – 109
2024
Q4 		$203K Hold
3,899
– – 0.17% 99
2024
Q3 		$217K Buy
+3,899
New +$210K 0.21% 92

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Vanguard Portfolio Management
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State Street
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DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Synergy Financial Group's NYT Position: Q2 2026 in Review

Synergy Financial Group reduced its New York Times (NYT) stake by 3.5% in Q2 2026, selling an estimated $7.94K and leaving 2,880 shares worth $202K. The position accounts for 0.15% of the portfolio, ranked #118.

Synergy Financial Group first reported a position in NYT in Q3 2024 and has held it in 5 quarters since. The position peaked at $250K in Q1 2026. 634 funds tracked by Wall St. Rank hold NYT as of Q2 2026.

  • Synergy Financial Group held 2,880 shares of New York Times worth $202K as of Q2 2026.
  • Synergy Financial Group sold 103 New York Times shares in Q2 2026, an estimated $7.94K.
  • New York Times made up 0.15% of Synergy Financial Group's portfolio in Q2 2026, its #118 holding.
  • Synergy Financial Group first reported a position in New York Times in Q3 2024 and has held it in 5 quarters since.
  • Synergy Financial Group's New York Times position peaked at $250K in Q1 2026.
  • 634 funds tracked by Wall St. Rank held New York Times as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.