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SYF icon

True Wealth Design’s Synchrony SYF Stock Holding History

True Wealth Design’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 		$76.8K Sell
1,010
-287
-22% -$21.1K 0.02% 339
2026
Q1 		$88.2K Buy
1,297
+209
+19% +$15.2K 0.02% 242
2025
Q4 		$90.8K Sell
1,088
-44
-4% -$3.36K 0.03% 203
2025
Q3 		$80.4K Buy
1,132
+661
+140% +$47.9K 0.02% 209
2025
Q2 		$31.4K Buy
471
+463
+5,788% +$25.9K 0.01% 286
2025
Q1 		$424 Buy
+8
New +$495 ﹤0.01% 1612
2024
Q4 		– Sell
-84
Closed -$4.19K – 1512
2024
Q3 		$4.19K Sell
84
-22,071
-100% -$1.07M ﹤0.01% 602
2024
Q2 		$1.05M Sell
22,155
-283
-1% -$12.3K 0.26% 32
2024
Q1 		$968K Sell
22,438
-2,435
-10% -$97K 0.24% 41
2023
Q4 		$950K Sell
24,873
-534
-2% -$16.9K 0.27% 33
2023
Q3 		$777K Buy
+25,407
New +$845K 0.26% 65

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

True Wealth Design's SYF Position: Q2 2026 in Review

True Wealth Design reduced its Synchrony (SYF) stake by 22% in Q2 2026, selling an estimated $21.1K and leaving 1,010 shares worth $76.8K. The position accounts for 0.02% of the portfolio, ranked #339.

True Wealth Design first reported a position in SYF in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q2 2024. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • True Wealth Design held 1,010 shares of Synchrony worth $76.8K as of Q2 2026.
  • True Wealth Design sold 287 Synchrony shares in Q2 2026, an estimated $21.1K.
  • Synchrony made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #339 holding.
  • True Wealth Design first reported a position in Synchrony in Q3 2023 and has held it in 11 quarters since.
  • True Wealth Design's Synchrony position peaked at $1.05M in Q2 2024.
  • 998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.