Position in SYF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$659,885
+$253,262 QoQ
Shares Held
8,677
+45.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#555
of 993 holders
Holding Since
Dec 2025
3 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, 2026Crestwood Advisors Group, LLC holds $159,164,539 across 7 Credit Services names. SYF ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
319,578 | $109,644,016 | |
| 2 | MA |
Mastercard Inc
|
82,614 | $42,430,550 | |
| 3 | AXP |
American Express Co
|
13,333 | $4,509,887 | |
| 4 | COF |
Capital One Financial Corp
|
6,243 | $1,252,470 | |
| 5 | SYF |
Synchrony Financial
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|
8,677 | $659,885 | |
| 6 | ALLY |
Ally Financial Inc.
|
7,528 | $345,911 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
7,453 | $321,820 |
All Filings in SYF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,885 | 8,677 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $406,623 | 5,978 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $386,781 | 4,636 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||