Position in SYF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$18,023
+$1,903 QoQ
Shares Held
237
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#843
of 993 holders
Holding Since
Jun 2025
5 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $2,193,138 across 6 Credit Services names. SYF ranks #5 (0.8% of the industry book) .
All Filings in SYF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,023 | 237 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16,120 | 237 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $19,772 | 237 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $16,838 | 237 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $15,817 | 237 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||