Position in SYF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$698,823
+$129,292 QoQ
Shares Held
9,189
+9.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#543
of 993 holders
Holding Since
Dec 2025
3 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, 2026Concurrent Investment Advisors, LLC holds $91,914,045 across 10 Credit Services names. SYF ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
119,124 | $40,870,252 | |
| 2 | MA |
Mastercard Inc
|
43,352 | $22,265,587 | |
| 3 | AXP |
American Express Co
|
36,558 | $12,365,743 | |
| 4 | COF |
Capital One Financial Corp
|
44,098 | $8,846,940 | |
| 5 | ALLY |
Ally Financial Inc.
|
56,599 | $2,600,723 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
124,688 | $2,235,655 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
27,192 | $1,174,149 | |
| 8 | SYF |
Synchrony Financial
This page
|
9,189 | $698,823 |
All Filings in SYF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,823 | 9,189 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $569,531 | 8,373 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $717,330 | 8,598 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||