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Wealth Enhancement Trust Services’s Synchrony SYF Stock Holding History

Wealth Enhancement Trust 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 		$1.98K Hold
26
– – ﹤0.01% 1006
2026
Q1 		$1.77K Sell
26
-87
-77% -$6.33K ﹤0.01% 698
2025
Q4 		$9.43K Buy
+113
New +$8.64K ﹤0.01% 571

Other funds holding SYF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Synchrony (SYF) position steady in Q2 2026 at 26 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Wealth Enhancement Trust Services first reported a position in SYF in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.43K in Q4 2025. 777 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Wealth Enhancement Trust Services held 26 shares of Synchrony worth $1.98K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Synchrony share count unchanged in Q2 2026.
  • Synchrony made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1006 holding.
  • Wealth Enhancement Trust Services first reported a position in Synchrony in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Synchrony position peaked at $9.43K in Q4 2025.
  • 777 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

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