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Synergy Financial Group’s Trade Desk TTD Stock Holding History

Synergy Financial Group’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Sell
72,032
-2,524
-3% -$72.9K 1.23% 18
2025
Q4 		$2.83M Sell
74,556
-1,230
-2% -$54.5K 1.99% 14
2025
Q3 		$3.71M Buy
75,786
+21,990
+41% +$1.4M 2.5% 12
2025
Q2 		$3.87M Buy
53,796
+6,707
+14% +$428K 2.85% 10
2025
Q1 		$2.58M Buy
47,089
+497
+1% +$45K 2.31% 13
2024
Q4 		$5.48M Sell
46,592
-1,295
-3% -$160K 4.57% 5
2024
Q3 		$5.25M Buy
47,887
+235
+0.5% +$23.4K 4.99% 4
2024
Q2 		$4.65M Sell
47,652
-1,366
-3% -$123K 4.88% 5
2024
Q1 		$4.29M Sell
49,018
-111
-0.2% -$8.41K 4.83% 5
2023
Q4 		$3.54M Sell
49,129
-1,767
-3% -$130K 4.33% 6
2023
Q3 		$3.98M Buy
50,896
+680
+1% +$55K 5.55% 3
2023
Q2 		$3.88M Buy
50,216
+755
+2% +$51.1K 5.23% 5
2023
Q1 		$3.01M Sell
49,461
-4,099
-8% -$218K 4.9% 5
2022
Q4 		$2.4M Sell
53,560
-9,282
-15% -$471K 4.74% 4
2022
Q3 		$3.75M Buy
62,842
+359
+0.6% +$20.4K 5.63% 3
2022
Q2 		$2.62M Buy
62,483
+785
+1% +$43K 4.1% 4
2022
Q1 		$4.27M Buy
61,698
+4,075
+7% +$294K 4.49% 4
2021
Q4 		$5.28M Buy
+57,623
New +$5.05M 4.74% 4

Other funds holding TTD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Synergy Financial Group reduced its Trade Desk (TTD) stake by 3.4% in Q1 2026, selling an estimated $72.9K and leaving 72,032 shares worth $1.63M. The position accounts for 1.23% of the portfolio, ranked #18.

Synergy Financial Group first reported a position in TTD in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.48M in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Synergy Financial Group held 72,032 shares of Trade Desk worth $1.63M as of Q1 2026.
  • Synergy Financial Group sold 2,524 Trade Desk shares in Q1 2026, an estimated $72.9K.
  • Trade Desk made up 1.23% of Synergy Financial Group's portfolio in Q1 2026, its #18 holding.
  • Synergy Financial Group first reported a position in Trade Desk in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's Trade Desk position peaked at $5.48M in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

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