Position in SYF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,554,500
+$324,163 QoQ
Shares Held
46,739
-1.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#287
of 993 holders
Holding Since
Mar 2025
5 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, 2026Summit Financial, LLC holds $63,763,407 across 9 Credit Services names. SYF ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
63,461 | $21,772,834 | |
| 2 | AXP |
American Express Co
|
37,177 | $12,575,120 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
500,342 | $8,971,132 | |
| 4 | MA |
Mastercard Inc
|
17,407 | $8,940,235 | |
| 5 | COF |
Capital One Financial Corp
|
31,031 | $6,225,439 | |
| 6 | SYF |
Synchrony Financial
This page
|
46,739 | $3,554,500 | |
| 7 | ALLY |
Ally Financial Inc.
|
19,390 | $890,970 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
11,874 | $512,719 |
All Filings in SYF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,554,500 | 46,739 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,230,337 | 47,491 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,035,624 | 14,576 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $963,525 | 14,437 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $765,512 | 14,460 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||