Position in SYF
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,308,212
+$159,763 QoQ
Shares Held
17,202
+1.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#425
of 993 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $181,867,967 across 11 Credit Services names. SYF ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
283,047 | $97,110,595 | |
| 2 | AXP |
American Express Co
|
130,559 | $44,161,581 | |
| 3 | MA |
Mastercard Inc
|
58,613 | $30,103,636 | |
| 4 | COF |
Capital One Financial Corp
|
34,093 | $6,839,737 | |
| 5 | SYF |
Synchrony Financial
This page
|
17,202 | $1,308,212 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
9,426 | $768,690 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
17,248 | $744,768 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
18,582 | $333,175 |
All Filings in SYF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,308,212 | 17,202 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,148,449 | 16,884 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,489,809 | 17,857 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,124,508 | 15,827 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,081,188 | 16,200 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $880,762 | 16,637 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $916,110 | 14,094 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $722,013 | 14,475 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $678,073 | 14,369 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $582,896 | 13,518 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $477,451 | 12,502 | Shares | Defined | 2024-02-14 | |
| 2020-03-31 | $7,187,756 | 446,722 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||