Position in SYF
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$7,605
+$7,164 QoQ
Shares Held
100
+525.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#889
of 993 holders
Holding Since
Jun 2021
4 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, 2026GoalVest Advisory LLC holds $4,080,134 across 8 Credit Services names. SYF ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
8,850 | $3,036,346 | |
| 2 | KLAR |
Klarna Group plc
|
26,636 | $539,112 | |
| 3 | MA |
Mastercard Inc
|
767 | $393,931 | |
| 4 | AXP |
American Express Co
|
163 | $55,134 | |
| 5 | COF |
Capital One Financial Corp
|
189 | $37,917 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
140 | $8,535 | |
| 7 | SYF |
Synchrony Financial
This page
|
100 | $7,605 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
36 | $1,554 |
All Filings in SYF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,605 | 100 | Shares | Sole | 2026-07-09 | |
| 2022-06-30 | $441 | 16 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $556 | 16 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $5,676 | 117 | Shares | Sole | 2021-09-01 | |
| No filing history on record for this holder in this stock. | ||||||