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Wealth Preservation Advisors’s Synchrony SYF Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-359
Closed -$24.4K – 843
2026
Q1 		$24.4K Buy
+359
New +$26.1K 0.02% 288

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 Preservation Advisors's SYF Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Synchrony (SYF) in Q2 2026, closing a stake of 359 shares — an estimated $24.4K sold.

Wealth Preservation Advisors first reported a position in SYF in Q1 2026 and held it in 1 quarter. The position peaked at $24.4K in Q1 2026. 1,006 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Synchrony position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 359 Synchrony shares in Q2 2026, an estimated $24.4K.
  • Wealth Preservation Advisors first reported a position in Synchrony in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Synchrony position peaked at $24.4K in Q1 2026.
  • 1,006 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.