Position in SYF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$424,206
+$52,545 QoQ
Shares Held
5,578
+2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#632
of 999 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Waldron Private Wealth LLC holds $7,034,860 across 6 Credit Services names. SYF ranks #5 (6.0% of the industry book) .
All Filings in SYF
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,206 | 5,578 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $371,661 | 5,464 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $391,119 | 4,688 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $288,534 | 4,061 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $271,031 | 4,061 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $212,712 | 4,018 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $275,145 | 4,233 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $406,420 | 8,148 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $205,654 | 4,358 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||