Position in SYF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$539,726
+$162,624 QoQ
Shares Held
7,097
+28.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#589
of 993 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $188,154,203 across 9 Credit Services names. SYF ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
359,913 | $123,482,551 | |
| 2 | MA |
Mastercard Inc
|
96,354 | $49,487,414 | |
| 3 | AXP |
American Express Co
|
29,873 | $10,104,542 | |
| 4 | COF |
Capital One Financial Corp
|
12,130 | $2,433,520 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
21,477 | $927,376 | |
| 6 | ALLY |
Ally Financial Inc.
|
13,270 | $609,756 | |
| 7 | SYF |
Synchrony Financial
This page
|
7,097 | $539,726 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
16,614 | $297,889 |
All Filings in SYF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,726 | 7,097 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $377,102 | 5,544 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $563,402 | 6,753 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $284,846 | 4,268 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $279,110 | 4,294 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $237,329 | 4,758 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||