SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in SYF — Synchrony Financial

CIK 1531593 NEW YORK, NY

Back to SYF Full portfolio

Position in SYF

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$5,931

+$2,054 QoQ

Shares Held

+36.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#900

of 993 holders

Holding Since

Jun 2021

17 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, 2024

CallValue

CallShares

PutValue

$471,900

PutShares

10,000

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, 2026

SUMMIT SECURITIES GROUP LLC holds $236,197 across 7 Credit Services names. SYF ranks #6 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	188	$96,556
2	AXP	American Express Co	177	$59,870
3	COF	Capital One Financial Corp	144	$28,889
4	UPST	Upstart Holdings, Inc.	743	$26,324
5	SEZL	Sezzle Inc.	104	$17,849
6	SYF	Synchrony Financial This page	78	$5,931
7	SLM	SLM Corp	30	$778

All Filings in SYF

Export CSV

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,931	78	+36.8%	Shares	Sole	2026-08-03
2026-03-31	$3,877	57	-95.5%	Shares	Sole	2026-04-30
2025-12-31	$104,537	1,253	+95.5%	Shares	Sole	2026-02-17
2025-09-30	$45,543	641	+150.4%	Shares	Sole	2025-11-13
2025-06-30	$17,085	256	+1606.7%	Shares	Sole	2025-08-12
2024-12-31	$975	15	-99.6%	Shares	Sole	2025-02-12
2024-06-30	$471,900	10,000	0.0%	Put	Sole	2024-07-26
2024-03-31	$431,200	10,000	—	Put	Sole	2024-05-13
2023-06-30	$19,079	3,561	+316.0%	Shares	Sole	2023-08-14
2023-03-31	$24,892	856	+26.1%	Shares	Sole	2023-05-12
2022-12-31	$22,311	679	-97.1%	Shares	Sole	2023-02-13
2022-09-30	$671,513	23,821	+2173.0%	Shares	Sole	2022-11-02
2022-06-30	$28,945	1,048	+392.0%	Shares	Sole	2022-08-02
2022-03-31	$7,414	213	-99.3%	Shares	Sole	2022-05-11
2021-12-31	$1,352,593	29,157	-15.2%	Shares	Sole	2022-01-18
2021-09-30	$1,681,472	34,400	-42.0%	Shares	Sole	2021-10-20
2021-06-30	$2,878,982	59,336	—	Shares	Sole	2021-07-19
No filing history on record for this holder in this stock.