Position in SYF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$349,145
-$203,381 QoQ
Shares Held
4,591
-43.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#655
of 993 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $170,613,635 across 10 Credit Services names. SYF ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
241,478 | $82,848,687 | |
| 2 | MA |
Mastercard Inc
|
145,120 | $74,533,632 | |
| 3 | AXP |
American Express Co
|
24,186 | $8,180,914 | |
| 4 | COF |
Capital One Financial Corp
|
7,268 | $1,458,106 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
27,257 | $1,176,957 | |
| 6 | SLM |
SLM Corp
|
44,741 | $1,160,581 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
22,154 | $397,221 | |
| 8 | SYF |
Synchrony Financial
This page
|
4,591 | $349,145 |
All Filings in SYF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,145 | 4,591 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $552,526 | 8,123 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $703,064 | 8,427 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $260,398 | 3,665 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $238,728 | 3,577 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||