Position in SYF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$127,916
+$13,507 QoQ
Shares Held
1,682
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#760
of 993 holders
Holding Since
Sep 2021
20 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, 2026Clearstead Trust, LLC holds $13,008,944 across 11 Credit Services names. SYF ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
23,583 | $8,091,091 | |
| 2 | MA |
Mastercard Inc
|
8,045 | $4,131,912 | |
| 3 | AXP |
American Express Co
|
1,779 | $601,746 | |
| 4 | SYF |
Synchrony Financial
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|
1,682 | $127,916 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
83 | $17,954 | |
| 6 | CACC |
Credit Acceptance Corp
|
14 | $8,914 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
132 | $8,048 | |
| 8 | SLM |
SLM Corp
|
293 | $7,600 |
All Filings in SYF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,916 | 1,682 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $114,409 | 1,682 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $252,208 | 3,023 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $221,818 | 3,122 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $259,418 | 3,887 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $138,120 | 2,609 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $169,585 | 2,609 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $130,136 | 2,609 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $123,118 | 2,609 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $112,500 | 2,609 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $99,637 | 2,609 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $79,757 | 2,609 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $88,497 | 2,609 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $75,869 | 2,609 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $85,731 | 2,609 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $73,547 | 2,609 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $72,060 | 2,609 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $90,819 | 2,609 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $138,474 | 2,985 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $145,906 | 2,985 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||