Position in SYF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,947,184
+$165,129 QoQ
Shares Held
25,604
-2.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#367
of 993 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $126,799,082 across 14 Credit Services names. SYF ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
193,900 | $66,525,151 | |
| 2 | AXP |
American Express Co
|
54,809 | $18,539,144 | |
| 3 | MA |
Mastercard Inc
|
30,929 | $15,885,134 | |
| 4 | ALLY |
Ally Financial Inc.
|
234,845 | $10,791,127 | |
| 5 | COF |
Capital One Financial Corp
|
19,460 | $3,904,065 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
9,578 | $2,071,912 | |
| 7 | SYF |
Synchrony Financial
This page
|
25,604 | $1,947,184 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
102,300 | $1,834,239 |
All Filings in SYF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,947,184 | 25,604 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,782,055 | 26,199 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,104,354 | 25,223 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,131,755 | 15,929 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $913,804 | 13,692 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $725,278 | 13,700 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $541,320 | 8,328 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $288,755 | 5,789 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $243,500 | 5,160 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||