Position in SYF
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$641,557
+$83,521 QoQ
Shares Held
8,436
+2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#562
of 993 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Derivatives in SYF
reported options exposure · as of Jun 30, 2026CallValue
$349,830
CallShares
4,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $22,345,897 across 8 Credit Services names. SYF ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
39,041 | $7,832,405 | |
| 2 | V |
Visa Inc.
|
17,356 | $5,954,670 | |
| 3 | MA |
Mastercard Inc
|
9,299 | $4,775,966 | |
| 4 | AXP |
American Express Co
|
6,511 | $2,202,345 | |
| 5 | SYF |
Synchrony Financial
This page
|
8,436 | $641,557 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
6,309 | $384,659 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,464 | $365,475 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
10,531 | $188,820 |
All Filings in SYF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,557 | 8,436 | Shares | Sole | 2026-07-14 | |
| 2026-06-30 | $349,830 | 4,600 | Call | Sole | 2026-07-14 | |
| 2026-03-31 | $558,036 | 8,204 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $303,646 | 460,000 | Call | Sole | 2026-04-27 | |
| 2025-12-31 | $711,157 | 8,524 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $606,695 | 8,539 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $550,871 | 8,254 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $987,610 | 15,194 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $734,183 | 14,719 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $628,617 | 13,321 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $473,112 | 10,972 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $453,391 | 11,872 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $335,414 | 10,972 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $389,944 | 11,496 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $342,038 | 11,762 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $567,590 | 17,273 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $509,026 | 18,057 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $483,294 | 17,498 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $625,152 | 17,959 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $594,348 | 12,812 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $611,391 | 12,508 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $590,245 | 12,165 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $489,180 | 12,031 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $334,951 | 9,650 | Shares | Other | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||