XXI Wealth LLC’s Synchrony SYF Stock Holding History

XXI Wealth LLC’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	$847K	Buy	11,138 +755	+7%	+$55.5K	0.39%	66
2026 Q1	$706K	Buy	10,383 +1,063	+11%	+$77.3K	0.4%	71
2025 Q4	$778K	Buy	+9,320	New	+$712K	0.47%	52

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 $3.37T AUM 44.26% 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

XXI Wealth LLC's SYF Position: Q2 2026 in Review

XXI Wealth LLC increased its Synchrony (SYF) stake by 7.3% in Q2 2026, buying an estimated $55.5K and bringing the position to 11,138 shares worth $847K. The position accounts for 0.39% of the portfolio, ranked #66.

XXI Wealth LLC first reported a position in SYF in Q4 2025 and has held it in 3 quarters since. 1,001 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

XXI Wealth LLC held 11,138 shares of Synchrony worth $847K as of Q2 2026.
XXI Wealth LLC bought 755 Synchrony shares in Q2 2026, an estimated $55.5K.
Synchrony made up 0.39% of XXI Wealth LLC's portfolio in Q2 2026, its #66 holding.
XXI Wealth LLC first reported a position in Synchrony in Q4 2025 and has held it in 3 quarters since.
1,001 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

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