Position in SYF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,467,069
-$20,337,488 QoQ
Shares Held
95,076
-70.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 42.09655125339158.ToString("F0")%
Shared 0.ToString("F0")%
None 57.90344874660842.ToString("F0")%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $1,085,039,650 across 17 Credit Services names. SYF ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,940,415 | $586,471,029 | |
| 2 | MA |
Mastercard Inc
|
665,028 | $332,287,890 | |
| 3 | AXP |
American Express Co
|
256,862 | $77,695,617 | |
| 4 | COF |
Capital One Financial Corp
|
223,671 | $40,804,300 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
387,513 | $17,527,212 | |
| 6 | WU |
Western Union CO
|
1,364,400 | $11,911,212 | |
| 7 | SYF |
Synchrony Financial
This page
|
95,076 | $6,467,069 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
257,143 | $4,083,430 |
All Filings in SYF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,467,069 | 95,076 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,804,557 | 321,282 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $581,473 | 8,184 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $803,082 | 12,033 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $339,133 | 6,406 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $386,555 | 5,947 | Shares | Sole | 2025-05-29 | |
| 2023-12-31 | $344,511 | 9,021 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||