Western Wealth Management’s Synchrony SYF Stock Holding History

Western Wealth Management’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	-2,483	Closed	-$207K	–	988
2025 Q4	$207K	Buy	+2,483	New	+$190K	0.01%	797

Other funds holding SYF

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

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 Boston, Massachusetts $2.9T AUM 29.55% 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

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

Western Wealth Management sold out of Synchrony (SYF) in Q1 2026, closing a stake of 2,483 shares — an estimated $207K sold.

Western Wealth Management first reported a position in SYF in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 961 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

Western Wealth Management reported no remaining Synchrony position as of Q1 2026 after selling out during the quarter.
Western Wealth Management sold 2,483 Synchrony shares in Q1 2026, an estimated $207K.
Western Wealth Management first reported a position in Synchrony in Q4 2025 and held it in 1 quarter.
Western Wealth Management's Synchrony position peaked at $207K in Q4 2025.
961 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.