Position in SYF
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,240,110
-$451,607 QoQ
Shares Held
42,605
-21.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#295
of 993 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $28,453,503 across 6 Credit Services names. SYF ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
34,369 | $11,791,660 | |
| 2 | MA |
Mastercard Inc
|
19,913 | $10,227,316 | |
| 3 | SYF |
Synchrony Financial
This page
|
42,605 | $3,240,110 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
20,428 | $1,665,903 | |
| 5 | COF |
Capital One Financial Corp
|
4,139 | $830,366 | |
| 6 | AXP |
American Express Co
|
2,064 | $698,148 |
All Filings in SYF
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,240,110 | 42,605 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,691,717 | 54,274 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,286,883 | 51,383 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,015,106 | 56,511 | Shares | Sole | 2025-10-21 | |
| 2023-03-31 | $2,214,820 | 76,163 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,516,850 | 46,161 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,016,148 | 71,520 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,541,416 | 55,808 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,742,762 | 50,065 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,477,196 | 31,843 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,667,883 | 34,122 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,250,991 | 25,783 | Shares | Sole | 2021-08-13 | |
| 2020-03-31 | $676,423 | 42,040 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||