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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
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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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Synergy Financial Group's NYT Position: Q1 2026 in Review

Synergy Financial Group held its New York Times (NYT) position steady in Q1 2026 at 2,983 shares worth $250K. The position accounts for 0.19% of the portfolio, ranked #105.

Synergy Financial Group first reported a position in NYT in Q3 2024 and has held it in 4 quarters since. 627 funds tracked by Wall St. Rank hold NYT as of Q1 2026.

  • Synergy Financial Group held 2,983 shares of New York Times worth $250K as of Q1 2026.
  • Synergy Financial Group left its New York Times share count unchanged in Q1 2026.
  • New York Times made up 0.19% of Synergy Financial Group's portfolio in Q1 2026, its #105 holding.
  • Synergy Financial Group first reported a position in New York Times in Q3 2024 and has held it in 4 quarters since.
  • 627 funds tracked by Wall St. Rank held New York Times as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.