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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
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

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

Waverly Advisors's SYF Position: Q1 2026 in Review

Waverly Advisors increased its Synchrony (SYF) stake by 23% in Q1 2026, buying an estimated $138K and bringing the position to 10,105 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #943.

Waverly Advisors first reported a position in SYF in Q4 2024 and has held it in 6 quarters since. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Waverly Advisors held 10,105 shares of Synchrony worth $687K as of Q1 2026.
  • Waverly Advisors bought 1,901 Synchrony shares in Q1 2026, an estimated $138K.
  • Synchrony made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #943 holding.
  • Waverly Advisors first reported a position in Synchrony in Q4 2024 and has held it in 6 quarters since.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

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