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United Capital Financial Advisors’s Synchrony SYF Stock Holding History

United Capital Financial 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 		$1.15M Sell
16,884
-973
-5% -$70.8K 0.01% 708
2025
Q4 		$1.49M Buy
17,857
+2,030
+13% +$155K 0.01% 615
2025
Q3 		$1.12M Sell
15,827
-373
-2% -$27K 0.01% 607
2025
Q2 		$1.08M Sell
16,200
-437
-3% -$24.4K 0.01% 570
2025
Q1 		$881K Buy
16,637
+2,543
+18% +$157K 0.01% 595
2024
Q4 		$916K Sell
14,094
-381
-3% -$23.3K 0.01% 572
2024
Q3 		$722K Buy
14,475
+106
+0.7% +$5.13K 0.01% 622
2024
Q2 		$678K Buy
14,369
+851
+6% +$36.9K 0.01% 632
2024
Q1 		$583K Buy
13,518
+1,016
+8% +$40.5K ﹤0.01% 696
2023
Q4 		$477K Buy
+12,502
New +$396K ﹤0.01% 736
2020
Q2 		– Sell
-446,722
Closed -$7.19M – 1255
2020
Q1 		$7.19M Sell
446,722
-300,358
-40% -$8.76M 0.06% 280
2019
Q4 		$26.9M Buy
747,080
+255,179
+52% +$9.13M 0.17% 130
2019
Q3 		$16.8M Buy
491,901
+332,370
+208% +$11.4M 0.12% 215
2019
Q2 		$5.53M Sell
159,531
-338,899
-68% -$11.5M 0.04% 406
2019
Q1 		$15.9M Buy
+498,430
New +$15M 0.11% 200
2018
Q3 		– Sell
-162,839
Closed -$5.44M – 1373
2018
Q2 		$5.44M Buy
+162,839
New +$5.59M 0.04% 404
2018
Q1 		– Sell
-92,251
Closed -$3.6M – 1363
2017
Q4 		$3.6M Buy
92,251
+83,917
+1,007% +$2.87M 0.03% 468
2017
Q3 		$259K Sell
8,334
-58,829
-88% -$1.76M ﹤0.01% 1161
2017
Q2 		$2M Buy
67,163
+60,342
+885% +$1.79M 0.02% 576
2017
Q1 		$234K Buy
6,821
+538
+9% +$19.3K ﹤0.01% 1139
2016
Q4 		$228K Buy
+6,283
New +$201K ﹤0.01% 1130
2016
Q2 		– Sell
-11,987
Closed -$344K – 1288
2016
Q1 		$344K Buy
+11,987
New +$333K ﹤0.01% 974

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

United Capital Financial Advisors's SYF Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Synchrony (SYF) stake by 5.4% in Q1 2026, selling an estimated $70.8K and leaving 16,884 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #708.

United Capital Financial Advisors first reported a position in SYF in Q1 2016 and has held it in 22 quarters since. The position peaked at $26.9M in Q4 2019. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • United Capital Financial Advisors held 16,884 shares of Synchrony worth $1.15M as of Q1 2026.
  • United Capital Financial Advisors sold 973 Synchrony shares in Q1 2026, an estimated $70.8K.
  • Synchrony made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #708 holding.
  • United Capital Financial Advisors first reported a position in Synchrony in Q1 2016 and has held it in 22 quarters since.
  • United Capital Financial Advisors's Synchrony position peaked at $26.9M in Q4 2019.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.