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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
Q2 		$1.24M Sell
68,659
-3,373
-5% -$71.6K 0.89% 24
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Synergy Financial Group reduced its Trade Desk (TTD) stake by 4.7% in Q2 2026, selling an estimated $71.6K and leaving 68,659 shares worth $1.24M. The position accounts for 0.89% of the portfolio, ranked #24.

Synergy Financial Group first reported a position in TTD in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.48M in Q4 2024. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Synergy Financial Group held 68,659 shares of Trade Desk worth $1.24M as of Q2 2026.
  • Synergy Financial Group sold 3,373 Trade Desk shares in Q2 2026, an estimated $71.6K.
  • Trade Desk made up 0.89% of Synergy Financial Group's portfolio in Q2 2026, its #24 holding.
  • Synergy Financial Group first reported a position in Trade Desk in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Trade Desk position peaked at $5.48M in Q4 2024.
  • 684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

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