Position in SYF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$739,037
+$115,231 QoQ
Shares Held
10,865
+45.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $131,084,515 across 40 Credit Services names. SYF ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
158,479 | $47,936,727 | |
| 2 | V |
Visa Inc.
|
146,395 | $44,246,424 | |
| 3 | MA |
Mastercard Inc
|
58,782 | $29,371,014 | |
| 4 | COF |
Capital One Financial Corp
|
20,854 | $3,804,395 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
130,413 | $2,070,958 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
30,071 | $1,360,111 | |
| 7 | SYF |
Synchrony Financial
This page
|
10,865 | $739,037 | |
| 8 | ALLY |
Ally Financial Inc.
|
9,467 | $371,390 |
All Filings in SYF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $739,037 | 10,865 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $623,806 | 7,477 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $126,326 | 1,778 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $72,079 | 1,080 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $25,252 | 477 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $29,770 | 458 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $22,346 | 448 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $20,716 | 439 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $18,326 | 425 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $21,577 | 565 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $32,587 | 1,066 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $32,054 | 945 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $10,614 | 365 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $51,721 | 1,574 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $41,552 | 1,474 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,902 | 793 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $33,661 | 967 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $69,816 | 1,505 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $73,124 | 1,496 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,590 | 74 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||