Atria Investments, Inc

Position in SYF — Synchrony Financial

CIK 1535865 Charlotte, NC

Position in SYF

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$846,436

+$107,603 QoQ

Shares Held

11,130

+2.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#498

of 993 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atria Investments, Inc holds $110,066,708 across 14 Credit Services names. SYF ranks #8 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	146,810	$50,369,042
2	MA	Mastercard Inc	44,252	$22,727,827
3	AXP	American Express Co	48,360	$16,357,770
4	COF	Capital One Financial Corp	52,677	$10,568,059
5	OMF	OneMain Holdings, Inc.	49,631	$3,026,002
6	CACC	Credit Acceptance Corp	2,599	$1,654,887
7	FCFS	FirstCash Holdings, Inc.	7,025	$1,519,648
8	SYF	Synchrony Financial This page	11,130	$846,436

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$846,436	11,130	+2.5%	Shares	Sole	2026-07-28
2026-03-31	$738,833	10,862	-20.2%	Shares	Sole	2026-05-05
2025-12-31	$1,136,233	13,619	-7.1%	Shares	Sole	2026-02-05
2025-09-30	$1,041,664	14,661	+15.9%	Shares	Sole	2025-11-06
2025-06-30	$844,461	12,653	-7.0%	Shares	Sole	2025-08-04
2025-03-31	$720,566	13,611	+77.8%	Shares	Sole	2025-05-06
2024-12-31	$497,575	7,655	+15.0%	Shares	Sole	2025-02-06
2024-09-30	$332,150	6,659	+0.7%	Shares	Sole	2024-11-01
2024-06-30	$311,973	6,611	-76.2%	Shares	Sole	2024-08-13
2021-09-30	$1,358,521	27,793	+8.8%	Shares	Sole	2021-11-16
2021-06-30	$1,239,540	25,547	+27.2%	Shares	Sole	2021-08-10
2020-03-31	$323,280	20,092	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.