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 Q2	$225K	Buy	+2,961	New	+$217K	0.01%	932
2026 Q1	–	Sell	-2,483	Closed	-$207K	–	988
2025 Q4	$207K	Buy	+2,483	New	+$190K	0.01%	797

Other funds holding SYF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Western Wealth Management opened a new position in Synchrony (SYF) in Q2 2026: 2,961 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #932 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in SYF as recently as Q4 2025.

Western Wealth Management first reported a position in SYF in Q4 2025 and has held it in 2 quarters since. 1,007 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

Western Wealth Management held 2,961 shares of Synchrony worth $225K as of Q2 2026.
Synchrony was a new Western Wealth Management position in Q2 2026.
Synchrony made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #932 holding.
Western Wealth Management first reported a position in Synchrony in Q4 2025 and has held it in 2 quarters since.
1,007 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

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