Wealthspire Advisors (New York)’s Synchrony SYF Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-3,099	Closed	-$259K	–	1087
2025 Q4	$259K	Buy	3,099 +2,683	+645%	+$205K	﹤0.01%	867
2025 Q3	$29.5K	Buy	+416	New	+$30.1K	﹤0.01%	1470
2021 Q2	–	Sell	-8,376	Closed	-$341K	–	626
2021 Q1	$341K	Buy	8,376 +766	+10%	+$29.5K	0.01%	514
2020 Q4	$264K	Buy	+7,610	New	+$229K	0.01%	474
2019 Q1	–	Sell	-240	Closed	-$6K	–	693
2018 Q4	$6K	Buy	+240	New	+$6.49K	﹤0.01%	619

Other funds holding SYF

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s SYF Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Synchrony (SYF) in Q1 2026, closing a stake of 3,099 shares — an estimated $259K sold.

Wealthspire Advisors (New York) first reported a position in SYF in Q4 2018 and held it in 5 quarters. The position peaked at $341K in Q1 2021. 965 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Synchrony position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,099 Synchrony shares in Q1 2026, an estimated $259K.
Wealthspire Advisors (New York) first reported a position in Synchrony in Q4 2018 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Synchrony position peaked at $341K in Q1 2021.
965 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.