Position in SYF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$781,641
+$135,588 QoQ
Shares Held
10,278
+8.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#517
of 993 holders
Holding Since
Mar 2022
9 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, 2026Aaron Wealth Advisors LLC holds $20,844,554 across 8 Credit Services names. SYF ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
26,947 | $9,245,246 | |
| 2 | MA |
Mastercard Inc
|
9,530 | $4,894,608 | |
| 3 | AXP |
American Express Co
|
7,192 | $2,432,694 | |
| 4 | COF |
Capital One Financial Corp
|
9,241 | $1,853,929 | |
| 5 | SYF |
Synchrony Financial
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|
10,278 | $781,641 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
14,347 | $619,503 | |
| 7 | ALLY |
Ally Financial Inc.
|
12,269 | $563,760 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
5,557 | $453,173 |
All Filings in SYF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,641 | 10,278 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $646,053 | 9,498 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,367,751 | 16,394 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,082,375 | 15,234 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $409,316 | 6,133 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $318,010 | 6,007 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $351,000 | 5,400 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $273,392 | 5,481 | Shares | Sole | 2024-10-17 | |
| 2022-03-31 | $1,686,718 | 48,455 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||