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Waverly Advisors’s Synchrony SYF Stock Holding History

Waverly 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
Q2 		$748K Sell
9,841
-264
-3% -$19.4K ﹤0.01% 993
2026
Q1 		$687K Buy
10,105
+1,901
+23% +$138K 0.01% 943
2025
Q4 		$684K Buy
8,204
+468
+6% +$35.8K 0.01% 885
2025
Q3 		$550K Buy
7,736
+788
+11% +$57.1K 0.01% 821
2025
Q2 		$464K Buy
6,948
+510
+8% +$28.5K 0.01% 823
2025
Q1 		$341K Buy
6,438
+587
+10% +$36.3K ﹤0.01% 888
2024
Q4 		$380K Buy
+5,851
New +$358K 0.01% 753

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 $3.38T AUM 44.17% 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

Waverly Advisors's SYF Position: Q2 2026 in Review

Waverly Advisors reduced its Synchrony (SYF) stake by 2.6% in Q2 2026, selling an estimated $19.4K and leaving 9,841 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Waverly Advisors first reported a position in SYF in Q4 2024 and has held it in 7 quarters since. 1,007 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Waverly Advisors held 9,841 shares of Synchrony worth $748K as of Q2 2026.
  • Waverly Advisors sold 264 Synchrony shares in Q2 2026, an estimated $19.4K.
  • Synchrony made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #993 holding.
  • Waverly Advisors first reported a position in Synchrony in Q4 2024 and has held it in 7 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.