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Waldron Private Wealth’s Synchrony SYF Stock Holding History

Waldron Private Wealth’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 		$424K Buy
5,578
+114
+2% +$8.37K 0.01% 249
2026
Q1 		$372K Buy
5,464
+776
+17% +$56.4K 0.01% 243
2025
Q4 		$391K Buy
4,688
+627
+15% +$47.9K 0.02% 232
2025
Q3 		$289K Hold
4,061
– – 0.01% 265
2025
Q2 		$271K Buy
4,061
+43
+1% +$2.4K 0.01% 265
2025
Q1 		$213K Sell
4,018
-215
-5% -$13.3K 0.01% 277
2024
Q4 		$275K Sell
4,233
-3,915
-48% -$240K 0.01% 351
2024
Q3 		$406K Buy
8,148
+3,790
+87% +$183K 0.02% 282
2024
Q2 		$206K Buy
+4,358
New +$189K 0.01% 387

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

Waldron Private Wealth's SYF Position: Q2 2026 in Review

Waldron Private Wealth increased its Synchrony (SYF) stake by 2.1% in Q2 2026, buying an estimated $8.37K and bringing the position to 5,578 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #249.

Waldron Private Wealth first reported a position in SYF in Q2 2024 and has held it in 9 quarters since. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Waldron Private Wealth held 5,578 shares of Synchrony worth $424K as of Q2 2026.
  • Waldron Private Wealth bought 114 Synchrony shares in Q2 2026, an estimated $8.37K.
  • Synchrony made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #249 holding.
  • Waldron Private Wealth first reported a position in Synchrony in Q2 2024 and has held it in 9 quarters since.
  • 998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.