BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in SYF — Synchrony Financial

CIK 1352860 BLUE BELL, PA

Position in SYF

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$49,812

+$5,259 QoQ

Shares Held

655

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#795

of 993 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $1,734,188 across 6 Credit Services names. SYF ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,748	$942,811
2	FCFS	FirstCash Holdings, Inc.	2,318	$501,429
3	MA	Mastercard Inc	371	$190,545
4	SYF	Synchrony Financial This page	655	$49,812
5	SEZL	Sezzle Inc.	212	$36,385
6	OPFI	OppFi Inc.	1,330	$13,206

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,812	655	0.0%	Shares	Sole	2026-08-06
2026-03-31	$44,553	655	0.0%	Shares	Sole	2026-05-11
2025-12-31	$54,646	655	0.0%	Shares	Sole	2026-02-09
2025-09-30	$46,537	655	0.0%	Shares	Sole	2025-10-22
2025-06-30	$43,714	655	0.0%	Shares	Sole	2025-08-11
2025-03-31	$34,675	655	+5.0%	Shares	Sole	2025-05-05
2024-12-31	$40,560	624	+0.2%	Shares	Sole	2025-02-07
2024-09-30	$31,075	623	+8.9%	Shares	Sole	2024-10-29
2024-06-30	$26,992	572	0.0%	Shares	Sole	2024-08-05
2024-03-31	$24,664	572	0.0%	Shares	Sole	2024-04-24
2023-12-31	$21,844	572	0.0%	Shares	Sole	2024-01-25
2023-09-30	$17,486	572	0.0%	Shares	Sole	2023-10-30
2023-06-30	$19,402	572	0.0%	Shares	Sole	2023-08-08
2023-03-31	$16,633	572	0.0%	Shares	Sole	2023-05-08
2022-12-31	$18,795	572	0.0%	Shares	Sole	2023-02-03
2022-09-30	$16,124	572	-0.7%	Shares	Sole	2022-11-09
2022-06-30	$15,909	576	+0.7%	Shares	Sole	2022-08-02
2022-03-31	$19,911	572	-12.4%	Shares	Sole	2022-04-21
2021-12-31	$30,292	653	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.