Alteri Wealth LLC

Position in SYF — Synchrony Financial

CIK 2054980 WESTLAKE VILLAGE, CA

Position in SYF

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$625,435

+$83,860 QoQ

Shares Held

8,224

+3.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#565

of 993 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $3,659,835 across 5 Credit Services names. SYF ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,786	$1,642,028
2	AXP	American Express Co	2,148	$726,561
3	SYF	Synchrony Financial This page	8,224	$625,435
4	MA	Mastercard Inc	812	$417,043
5	COF	Capital One Financial Corp	1,240	$248,768

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$625,435	8,224	+3.3%	Shares	Sole	2026-07-29
2026-03-31	$541,575	7,962	-3.9%	Shares	Sole	2026-05-06
2025-12-31	$691,467	8,288	+37.1%	Shares	Sole	2026-02-11
2025-09-30	$429,426	6,044	+1.1%	Shares	Sole	2025-11-10
2025-06-30	$399,038	5,979	+49.1%	Shares	Sole	2025-08-11
2025-03-31	$212,236	4,009	-34.4%	Shares	Sole	2025-05-07
2024-12-31	$397,215	6,111	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.