UAS
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United Asset Strategies’s Synchrony SYF Stock Holding History

United Asset Strategies’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
2025
Q2 		– Sell
-141,326
Closed -$7.48M – 250
2025
Q1 		$7.48M Buy
141,326
+6,170
+5% +$382K 0.69% 49
2024
Q4 		$8.79M Sell
135,156
-2,667
-2% -$163K 0.81% 40
2024
Q3 		$6.87M Buy
137,823
+1,288
+0.9% +$62.3K 0.64% 48
2024
Q2 		$6.44M Buy
136,535
+2,589
+2% +$112K 0.64% 51
2024
Q1 		$5.78M Buy
133,946
+2,509
+2% +$99.9K 0.58% 52
2023
Q4 		$5.02M Sell
131,437
-132
-0.1% -$4.18K 0.56% 53
2023
Q3 		$4.02M Sell
131,569
-701
-0.5% -$23.3K 0.52% 50
2023
Q2 		$4.49M Sell
132,270
-155
-0.1% -$4.73K 0.56% 51
2023
Q1 		$3.85M Buy
132,425
+597
+0.5% +$20.1K 0.51% 57
2022
Q4 		$4.33M Sell
131,828
-2,162
-2% -$74.1K 0.6% 58
2022
Q3 		$3.78M Sell
133,990
-720
-0.5% -$23.2K 0.58% 56
2022
Q2 		$3.72M Sell
134,710
-103,794
-44% -$3.6M 0.54% 55
2022
Q1 		$8.3M Sell
238,504
-11,984
-5% -$501K 1.06% 36
2021
Q4 		$11.6M Sell
250,488
-143
-0.1% -$6.88K 1.38% 24
2021
Q3 		$12.3M Buy
250,631
+3,934
+2% +$191K 1.58% 21
2021
Q2 		$12M Sell
246,697
-607
-0.2% -$27.7K 1.6% 19
2021
Q1 		$10.1M Buy
247,304
+19,241
+8% +$742K 1.46% 24
2020
Q4 		$7.92M Buy
+228,063
New +$6.85M 1.24% 30
2018
Q4 		– Sell
-14,539
Closed -$452K – 211
2018
Q3 		$452K Buy
14,539
+1,627
+13% +$51.8K 0.11% 148
2018
Q2 		$431K Buy
12,912
+1,937
+18% +$66.6K 0.11% 152
2018
Q1 		$368K Buy
+10,975
New +$407K 0.11% 153

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

United Asset Strategies's SYF Position: Q2 2025 in Review

United Asset Strategies sold out of Synchrony (SYF) in Q2 2025, closing a stake of 141,326 shares — an estimated $7.48M sold.

United Asset Strategies first reported a position in SYF in Q1 2018 and held it in 21 quarters. The position peaked at $12.3M in Q3 2021. 876 funds tracked by Wall St. Rank hold SYF as of Q2 2025.

  • United Asset Strategies reported no remaining Synchrony position as of Q2 2025 after selling out during the quarter.
  • United Asset Strategies sold 141,326 Synchrony shares in Q2 2025, an estimated $7.48M.
  • United Asset Strategies first reported a position in Synchrony in Q1 2018 and held it in 21 quarters.
  • United Asset Strategies's Synchrony position peaked at $12.3M in Q3 2021.
  • 876 funds tracked by Wall St. Rank held Synchrony as of Q2 2025.

Based on United Asset Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.