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Valeo Financial Advisors’s Synchrony SYF Stock Holding History

Valeo 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 		– Sell
-3,738
Closed -$312K – 878
2025
Q4 		$312K Buy
3,738
+282
+8% +$21.6K 0.01% 604
2025
Q3 		$246K Sell
3,456
-177
-5% -$12.8K 0.01% 677
2025
Q2 		$242K Buy
+3,633
New +$203K 0.01% 643
2025
Q1 		– Sell
-3,177
Closed -$207K – 765
2024
Q4 		$207K Buy
+3,177
New +$194K 0.01% 658
2021
Q2 		– Sell
-675
Closed -$27K – 1674
2021
Q1 		$27K Buy
675
+11
+2% +$424 ﹤0.01% 1069
2020
Q4 		$23K Buy
+664
New +$20K ﹤0.01% 997
2020
Q3 		– Sell
-1,177
Closed -$26K – 2098
2020
Q2 		$26K Buy
1,177
+903
+330% +$17.6K ﹤0.01% 969
2020
Q1 		$5K Hold
274
– – ﹤0.01% 1320
2019
Q4 		$10K Hold
274
– – ﹤0.01% 1117
2019
Q3 		$9K Sell
274
-4
-1% -$137 ﹤0.01% 1065
2019
Q2 		$10K Sell
278
-83
-23% -$2.81K ﹤0.01% 1033
2019
Q1 		$12K Buy
361
+8
+2% +$241 ﹤0.01% 929
2018
Q4 		$8K Sell
353
-131
-27% -$3.54K ﹤0.01% 957
2018
Q3 		$14K Buy
484
+72
+17% +$2.29K ﹤0.01% 882
2018
Q2 		$12K Sell
412
-85
-17% -$2.92K ﹤0.01% 908
2018
Q1 		$17K Buy
497
+2
+0.4% +$74 ﹤0.01% 768
2017
Q4 		$19K Buy
495
+121
+32% +$4.14K ﹤0.01% 689
2017
Q3 		$12K Buy
+374
New +$11.2K ﹤0.01% 665

Other funds holding SYF

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Valeo Financial Advisors's SYF Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Synchrony (SYF) in Q1 2026, closing a stake of 3,738 shares — an estimated $312K sold.

Valeo Financial Advisors first reported a position in SYF in Q3 2017 and held it in 18 quarters. The position peaked at $312K in Q4 2025. 968 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Synchrony position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,738 Synchrony shares in Q1 2026, an estimated $312K.
  • Valeo Financial Advisors first reported a position in Synchrony in Q3 2017 and held it in 18 quarters.
  • Valeo Financial Advisors's Synchrony position peaked at $312K in Q4 2025.
  • 968 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.