Position in SYF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$769,093
+$176,979 QoQ
Shares Held
10,113
+16.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#521
of 993 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026One Wealth Advisors, LLC holds $5,607,870 across 5 Credit Services names. SYF ranks #4 (13.7% of the industry book) .
All Filings in SYF
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,093 | 10,113 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $592,114 | 8,705 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $684,126 | 8,200 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $564,989 | 7,952 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $548,402 | 8,217 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $452,160 | 8,541 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $360,555 | 5,547 | Shares | Sole | 2025-01-24 | |
| 2023-09-30 | $333,182 | 10,899 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $388,451 | 11,452 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $351,082 | 12,073 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $359,882 | 10,952 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $343,833 | 12,197 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $316,276 | 11,451 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $407,416 | 11,704 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $556,726 | 12,001 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $557,378 | 11,403 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $751,720 | 15,493 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $606,484 | 14,916 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $403,017 | 11,611 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $270,911 | 10,352 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $242,098 | 10,925 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $183,683 | 11,416 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||