Position in SYF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,042
+$322 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#932
of 993 holders
Holding Since
Dec 2022
6 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, 2026Beaird Harris Wealth Management, LLC holds $332,379 across 10 Credit Services names. SYF ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
445 | $150,521 | |
| 2 | V |
Visa Inc.
|
348 | $119,395 | |
| 3 | MA |
Mastercard Inc
|
66 | $33,897 | |
| 4 | COF |
Capital One Financial Corp
|
64 | $12,839 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
68 | $7,367 | |
| 6 | SYF |
Synchrony Financial
This page
|
40 | $3,042 | |
| 7 | ALLY |
Ally Financial Inc.
|
64 | $2,940 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
80 | $1,434 |
All Filings in SYF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,042 | 40 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,720 | 40 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,337 | 40 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $2,842 | 40 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,669 | 40 | Shares | Sole | 2025-08-14 | |
| 2022-12-31 | $3,023 | 92 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||