Position in SYF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$256,668
+$27,101 QoQ
Shares Held
3,375
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#703
of 999 holders
Holding Since
Dec 2023
10 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, 2026Icon Wealth Advisors, LLC holds $17,700,244 across 7 Credit Services names. SYF ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
25,423 | $8,722,377 | |
| 2 | MA |
Mastercard Inc
|
7,625 | $3,916,200 | |
| 3 | AXP |
American Express Co
|
8,228 | $2,783,121 | |
| 4 | COF |
Capital One Financial Corp
|
5,143 | $1,031,788 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
12,637 | $770,477 | |
| 6 | SYF |
Synchrony Financial
This page
|
3,375 | $256,668 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
5,086 | $219,613 |
All Filings in SYF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,668 | 3,375 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $229,567 | 3,375 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $284,079 | 3,405 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $241,925 | 3,405 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $221,576 | 3,320 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $175,760 | 3,320 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $215,605 | 3,317 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $165,451 | 3,317 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $147,513 | 3,421 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $126,676 | 3,317 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||