Back to SYF-PB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SYF-PB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SYF-PB Position History
Synchrony Financial
Quarters held
5
Latest value
$6.4M
Q3 2026
Peak value
$15.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.4M |
| Q4 2025 | $15.7M |
| Q1 2026 | $4.5M |
| Q2 2026 | $4.8M |
| Q3 2026 | $6.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.4M | 97.6K | — | — |
| Q2 2026 | $4.8M | 72.9K | — | — |
| Q1 2026 | $4.5M | 72.5K | — | — |
| Q4 2025 | $15.7M | 177.8K | — | — |
| Q3 2025 | $3.4M | 47.6K | — | — |
Other funds holding SYF-PB
$3.5B
$3.1B
$3.1B
$2.5B
$1.5B
$1.4B
$1.3B
$1.3B