Wealth Enhancement Advisory Services’s Synchrony SYF Stock Holding History

Wealth Enhancement Advisory Services’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	$4.84M	Buy	72,910 +448	+0.6%	+$32.9K	0.01%	1024
2026 Q1	$4.55M	Sell	72,462 -105,318	-59%	-$7.66M	0.01%	936
2025 Q4	$15.7M	Buy	177,780 +130,136	+273%	+$9.95M	0.02%	548
2025 Q3	$3.38M	Buy	47,644 +7,139	+18%	+$517K	0.01%	1157
2025 Q2	$2.84M	Buy	40,505 +16,558	+69%	+$926K	﹤0.01%	1183
2025 Q1	$1.27M	Sell	23,947 -40,198	-63%	-$2.49M	﹤0.01%	1488
2024 Q4	$4.17M	Buy	64,145 +44,150	+221%	+$2.7M	0.01%	865
2024 Q3	$997K	Buy	19,995 +227	+1%	+$11K	﹤0.01%	1400
2024 Q2	$933K	Buy	19,768 +4,732	+31%	+$205K	﹤0.01%	1311
2024 Q1	$648K	Buy	15,036 +1,530	+11%	+$60.9K	﹤0.01%	1446
2023 Q4	$516K	Buy	13,506 +2,431	+22%	+$76.9K	﹤0.01%	1485
2023 Q3	$339K	Buy	+11,075	New	+$369K	﹤0.01%	1664
2020 Q1	–	Sell	-31,952	Closed	-$1.15M	–	269
2019 Q4	$1.15M	Buy	+31,952	New	+$1.14M	0.04%	169
2018 Q3	–	Sell	-37,970	Closed	-$1.32M	–	195
2018 Q2	$1.32M	Buy	+37,970	New	+$1.3M	0.08%	90
2017 Q4	–	Sell	-41,691	Closed	-$1.3M	–	169
2017 Q3	$1.3M	Buy	+41,691	New	+$1.25M	0.11%	83

Other funds holding SYF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's SYF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Synchrony (SYF) stake by 0.62% in Q2 2026, buying an estimated $32.9K and bringing the position to 72,910 shares worth $4.84M. The position accounts for 0.01% of the portfolio, ranked #1024.

Wealth Enhancement Advisory Services first reported a position in SYF in Q3 2017 and has held it in 15 quarters since. The position peaked at $15.7M in Q4 2025. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Wealth Enhancement Advisory Services held 72,910 shares of Synchrony worth $4.84M as of Q2 2026.
Wealth Enhancement Advisory Services bought 448 Synchrony shares in Q2 2026, an estimated $32.9K.
Synchrony made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1024 holding.
Wealth Enhancement Advisory Services first reported a position in Synchrony in Q3 2017 and has held it in 15 quarters since.
Wealth Enhancement Advisory Services's Synchrony position peaked at $15.7M in Q4 2025.
1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.