Position in SYF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,435,747
+$119,084 QoQ
Shares Held
18,879
-2.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#400
of 974 holders
Holding Since
Dec 2022
14 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, 2026HB Wealth Management, LLC holds $145,845,439 across 16 Credit Services names. SYF ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
197,131 | $67,633,674 | |
| 2 | MA |
Mastercard Inc
|
53,388 | $27,420,076 | |
| 3 | AXP |
American Express Co
|
68,800 | $23,271,600 | |
| 4 | ATLC |
Atlanticus Holdings Corp
|
118,939 | $12,161,512 | |
| 5 | COF |
Capital One Financial Corp
|
45,851 | $9,198,627 | |
| 6 | SYF |
Synchrony Financial
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|
18,879 | $1,435,747 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
20,582 | $888,730 | |
| 8 | ALLY |
Ally Financial Inc.
|
13,387 | $615,132 |
All Filings in SYF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,435,747 | 18,879 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,316,663 | 19,357 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,275,561 | 15,289 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $970,827 | 13,664 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $786,397 | 11,783 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $421,084 | 7,954 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $411,905 | 6,337 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $315,441 | 6,324 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $293,427 | 6,218 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $238,108 | 5,522 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $209,815 | 5,494 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $247,922 | 8,110 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $276,651 | 8,156 | Shares | Sole | 2023-07-13 | |
| 2022-12-31 | $219,340 | 6,675 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||