Caliber Wealth Management, LLC / KS

Position in SYF — Synchrony Financial

CIK 2067120 Overland Park, KS

Position in SYF

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$359,564

+$135,779 QoQ

Shares Held

4,728

+43.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#651

of 993 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Caliber Wealth Management, LLC / KS holds $3,593,760 across 4 Credit Services names. SYF ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,459	$2,559,108
2	MA	Mastercard Inc	866	$444,777
3	SYF	Synchrony Financial This page	4,728	$359,564
4	COF	Capital One Financial Corp	1,148	$230,311

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,564	4,728	+43.7%	Shares	Sole	2026-07-22
2026-03-31	$223,785	3,290	+16.0%	Shares	Sole	2026-04-23
2025-12-31	$236,524	2,835	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.