Position in SYF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$405,393
-$92,256 QoQ
Shares Held
5,960
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
10 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 Mar 31, 2026AE Wealth Management LLC holds $202,408,497 across 11 Credit Services names. SYF ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
200,129 | $99,996,418 | |
| 2 | V |
Visa Inc.
|
302,052 | $91,292,160 | |
| 3 | AXP |
American Express Co
|
18,439 | $5,577,406 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
38,015 | $1,719,406 | |
| 5 | COF |
Capital One Financial Corp
|
8,535 | $1,557,025 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
3,422 | $643,336 | |
| 7 | PRAA |
Pra Group Inc
|
25,765 | $450,881 | |
| 8 | SYF |
Synchrony Financial
This page
|
5,960 | $405,393 |
All Filings in SYF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $405,393 | 5,960 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $497,649 | 5,965 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $241,069 | 3,393 | Shares | Other | 2025-11-03 | |
| 2023-06-30 | $513,888 | 15,150 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $316,652 | 10,889 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,045,375 | 31,813 | Shares | Sole | 2023-01-31 | |
| 2022-03-31 | $239,701 | 6,886 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $288,824 | 6,226 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $299,194 | 6,121 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $322,755 | 6,652 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||