Position in SYF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$748,408
+$61,066 QoQ
Shares Held
9,841
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#530
of 993 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $123,571,689 across 8 Credit Services names. SYF ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
215,041 | $73,778,416 | |
| 2 | AXP |
American Express Co
|
97,920 | $33,121,440 | |
| 3 | MA |
Mastercard Inc
|
19,431 | $9,979,761 | |
| 4 | COF |
Capital One Financial Corp
|
15,493 | $3,108,205 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
29,733 | $1,283,870 | |
| 6 | ALLY |
Ally Financial Inc.
|
23,749 | $1,091,266 | |
| 7 | SYF |
Synchrony Financial
This page
|
9,841 | $748,408 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
7,550 | $460,323 |
All Filings in SYF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,408 | 9,841 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $687,342 | 10,105 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $684,459 | 8,204 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $549,642 | 7,736 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $463,709 | 6,948 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $340,827 | 6,438 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $380,315 | 5,851 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||