Wealth Alliance’s Synchrony SYF Stock Holding History

Wealth Alliance’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	-2,647	Closed	-$221K	–	593
2025 Q4	$221K	Buy	+2,647	New	+$202K	0.02%	514

Other funds holding SYF

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Alliance's SYF Position: Q1 2026 in Review

Wealth Alliance sold out of Synchrony (SYF) in Q1 2026, closing a stake of 2,647 shares — an estimated $221K sold.

Wealth Alliance first reported a position in SYF in Q4 2025 and held it in 1 quarter. The position peaked at $221K in Q4 2025. 962 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Wealth Alliance reported no remaining Synchrony position as of Q1 2026 after selling out during the quarter.
Wealth Alliance sold 2,647 Synchrony shares in Q1 2026, an estimated $221K.
Wealth Alliance first reported a position in Synchrony in Q4 2025 and held it in 1 quarter.
Wealth Alliance's Synchrony position peaked at $221K in Q4 2025.
962 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.