Position in SYF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,975,337
+$3,359,263 QoQ
Shares Held
446,750
-0.7% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#100
of 1,000 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CSM Advisors, LLC holds $90,457,114 across 8 Credit Services names. SYF ranks #1 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYF |
Synchrony Financial
This page
|
446,750 | $33,975,337 | |
| 2 | V |
Visa Inc.
|
59,073 | $20,267,355 | |
| 3 | MA |
Mastercard Inc
|
28,853 | $14,818,900 | |
| 4 | ENVA |
Enova International, Inc.
|
54,247 | $13,058,880 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
30,245 | $6,026,921 | |
| 6 | COF |
Capital One Financial Corp
|
7,784 | $1,561,626 | |
| 7 | AXP |
American Express Co
|
1,507 | $509,742 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
5,520 | $238,353 |
All Filings in SYF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,975,337 | 446,750 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,616,074 | 450,104 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,550,960 | 522,006 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $31,875,090 | 448,629 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,389,423 | 470,324 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||