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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
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

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

Wealth Management Associates's SYF Position: Q1 2026 in Review

Wealth Management Associates held its Synchrony (SYF) position steady in Q1 2026 at 6,190 shares worth $421K. The position accounts for 0.15% of the portfolio, ranked #129.

Wealth Management Associates first reported a position in SYF in Q1 2025 and has held it in 5 quarters since. The position peaked at $516K in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Wealth Management Associates held 6,190 shares of Synchrony worth $421K as of Q1 2026.
  • Wealth Management Associates left its Synchrony share count unchanged in Q1 2026.
  • Synchrony made up 0.15% of Wealth Management Associates's portfolio in Q1 2026, its #129 holding.
  • Wealth Management Associates first reported a position in Synchrony in Q1 2025 and has held it in 5 quarters since.
  • Wealth Management Associates's Synchrony position peaked at $516K in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.