BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in SYF — Synchrony Financial
CIK 2010186
CINCINNATI, OH
Position in SYF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$424,663
+$45,520 QoQ
Shares Held
5,584
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#627
of 993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $219,491,328 across 10 Credit Services names. SYF ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
340,541 | $174,901,857 | |
| 2 | AXP |
American Express Co
|
101,386 | $34,293,814 | |
| 3 | V |
Visa Inc.
|
25,624 | $8,791,338 | |
| 4 | COF |
Capital One Financial Corp
|
3,307 | $663,450 | |
| 5 | SYF |
Synchrony Financial
This page
|
5,584 | $424,663 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
6,949 | $300,057 | |
| 7 | WU |
Western Union CO
|
11,404 | $87,810 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
1,505 | $26,984 |
All Filings in SYF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,663 | 5,584 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $379,143 | 5,574 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $465,038 | 5,574 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $396,032 | 5,574 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $605,999 | 9,080 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $480,271 | 9,072 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $394,550 | 6,070 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $302,771 | 6,070 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $286,443 | 6,070 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $261,738 | 6,070 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $235,364 | 6,163 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $283,475 | 9,273 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $242,935 | 7,162 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $208,270 | 7,162 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $235,409 | 7,164 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $217,063 | 7,700 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $212,674 | 7,700 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $268,037 | 7,700 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $357,203 | 7,700 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $376,376 | 7,700 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $228,820 | 4,716 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $191,752 | 4,716 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $163,935 | 4,723 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $122,999 | 4,700 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $104,152 | 4,700 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $75,623 | 4,700 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||