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Wilkerson Advisory Group’s Synchrony SYF Stock Holding History

Wilkerson Advisory Group’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 		$167K Buy
2,191
+206
+10% +$15.1K 0.05% 111
2026
Q1 		$135K Buy
1,985
+963
+94% +$70K 0.05% 123
2025
Q4 		$85.3K Buy
+1,022
New +$78.1K 0.03% 132

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

Wilkerson Advisory Group's SYF Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Synchrony (SYF) stake by 10% in Q2 2026, buying an estimated $15.1K and bringing the position to 2,191 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #111.

Wilkerson Advisory Group first reported a position in SYF in Q4 2025 and has held it in 3 quarters since. 998 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Wilkerson Advisory Group held 2,191 shares of Synchrony worth $167K as of Q2 2026.
  • Wilkerson Advisory Group bought 206 Synchrony shares in Q2 2026, an estimated $15.1K.
  • Synchrony made up 0.05% of Wilkerson Advisory Group's portfolio in Q2 2026, its #111 holding.
  • Wilkerson Advisory Group first reported a position in Synchrony in Q4 2025 and has held it in 3 quarters since.
  • 998 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.