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Wealth Management Associates’s Synchrony SYF Stock Holding History

Wealth Management Associates’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 		$471K Hold
6,190
– – 0.13% 140
2026
Q1 		$421K Hold
6,190
– – 0.15% 129
2025
Q4 		$516K Hold
6,190
– – 0.18% 99
2025
Q3 		$440K Hold
6,190
– – 0.16% 123
2025
Q2 		$413K Hold
6,190
– – 0.16% 123
2025
Q1 		$328K Buy
+6,190
New +$383K 0.14% 139

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 $3.37T AUM 44.26% 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

Wealth Management Associates's SYF Position: Q2 2026 in Review

Wealth Management Associates held its Synchrony (SYF) position steady in Q2 2026 at 6,190 shares worth $471K. The position accounts for 0.13% of the portfolio, ranked #140.

Wealth Management Associates first reported a position in SYF in Q1 2025 and has held it in 6 quarters since. The position peaked at $516K in Q4 2025. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Wealth Management Associates held 6,190 shares of Synchrony worth $471K as of Q2 2026.
  • Wealth Management Associates left its Synchrony share count unchanged in Q2 2026.
  • Synchrony made up 0.13% of Wealth Management Associates's portfolio in Q2 2026, its #140 holding.
  • Wealth Management Associates first reported a position in Synchrony in Q1 2025 and has held it in 6 quarters since.
  • Wealth Management Associates's Synchrony position peaked at $516K in Q4 2025.
  • 1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.