Position in SYF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$396,220
+$38,503 QoQ
Shares Held
5,210
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#636
of 993 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $28,127,972 across 8 Credit Services names. SYF ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
42,112 | $14,448,206 | |
| 2 | MA |
Mastercard Inc
|
14,000 | $7,190,400 | |
| 3 | AXP |
American Express Co
|
9,971 | $3,372,690 | |
| 4 | COF |
Capital One Financial Corp
|
5,503 | $1,104,011 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
3,849 | $832,615 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,233 | $528,220 | |
| 7 | SYF |
Synchrony Financial
This page
|
5,210 | $396,220 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
14,256 | $255,610 |
All Filings in SYF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,220 | 5,210 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $357,717 | 5,259 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $446,684 | 5,354 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $358,163 | 5,041 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $330,096 | 4,946 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $234,683 | 4,433 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $277,030 | 4,262 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $216,529 | 4,341 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||