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Whipplewood Advisors’s Synchrony SYF Stock Holding History

Whipplewood 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
2025
Q3 		– Sell
-53
Closed -$3.54K – 1052
2025
Q2 		$3.54K Sell
53
-10
-16% -$559 ﹤0.01% 761
2025
Q1 		$2.22K Buy
63
+50
+385% +$3.09K ﹤0.01% 870
2024
Q4 		$845 Buy
+13
New +$796 ﹤0.01% 1046

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Whipplewood Advisors's SYF Position: Q3 2025 in Review

Whipplewood Advisors sold out of Synchrony (SYF) in Q3 2025, closing a stake of 53 shares — an estimated $3.54K sold.

Whipplewood Advisors first reported a position in SYF in Q4 2024 and held it in 3 quarters. The position peaked at $3.54K in Q2 2025. 926 funds tracked by Wall St. Rank hold SYF as of Q3 2025.

  • Whipplewood Advisors reported no remaining Synchrony position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 53 Synchrony shares in Q3 2025, an estimated $3.54K.
  • Whipplewood Advisors first reported a position in Synchrony in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Synchrony position peaked at $3.54K in Q2 2025.
  • 926 funds tracked by Wall St. Rank held Synchrony as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.