Position in SYF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$25,857
-$6,792 QoQ
Shares Held
340
-29.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#823
of 993 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $3,535,923 across 8 Credit Services names. SYF ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
6,414 | $2,169,535 | |
| 2 | V |
Visa Inc.
|
2,035 | $698,188 | |
| 3 | CACC |
Credit Acceptance Corp
|
670 | $426,615 | |
| 4 | MA |
Mastercard Inc
|
300 | $154,080 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
960 | $41,452 | |
| 6 | SYF |
Synchrony Financial
This page
|
340 | $25,857 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
925 | $16,585 | |
| 8 | COF |
Capital One Financial Corp
|
18 | $3,611 |
All Filings in SYF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,857 | 340 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $32,649 | 480 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,680 | 140 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $77,870 | 1,096 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $73,147 | 1,096 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $57,969 | 1,095 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $71,175 | 1,095 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $54,618 | 1,095 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $51,625 | 1,094 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $47,130 | 1,093 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $41,741 | 1,093 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $35,216 | 1,152 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $45,147 | 1,331 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $38,676 | 1,330 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $45,543 | 1,386 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $12,347 | 438 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $12,042 | 436 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $140,980 | 4,050 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $189,132 | 4,077 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $199,234 | 4,076 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $200,581 | 4,134 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $168,007 | 4,132 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $129,988 | 3,745 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $98,006 | 3,745 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $82,767 | 3,735 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,930 | 120 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||