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Twin Peaks Wealth Advisors’s Synchrony SYF Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$34.3K Buy
+504
New +$36.7K 0.01% 528
2025
Q3 		– Sell
-538
Closed -$38.9K – 1887
2025
Q2 		$38.9K Buy
+538
New +$30.1K 0.01% 397

Other funds holding SYF

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's SYF Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Synchrony (SYF) in Q1 2026: 504 shares worth $34.3K. The stake represents 0.01% of the portfolio and ranks #528 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SYF as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SYF in Q2 2025 and has held it in 2 quarters since. The position peaked at $38.9K in Q2 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Twin Peaks Wealth Advisors held 504 shares of Synchrony worth $34.3K as of Q1 2026.
  • Synchrony was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Synchrony made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #528 holding.
  • Twin Peaks Wealth Advisors first reported a position in Synchrony in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Synchrony position peaked at $38.9K in Q2 2025.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.