Position in SYF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$649,314
+$49,854 QoQ
Shares Held
8,538
-3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#560
of 993 holders
Holding Since
Dec 2024
5 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, 2026Legacy Financial Advisors, Inc. holds $11,374,347 across 6 Credit Services names. SYF ranks #6 (5.7% of the industry book) .
All Filings in SYF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,314 | 8,538 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $599,460 | 8,813 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $259,383 | 3,109 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $210,094 | 2,957 | Shares | Sole | 2025-11-10 | |
| 2024-12-31 | $205,660 | 3,164 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||