Nvest Wealth Strategies, Inc.

Position in SYF — Synchrony Financial

CIK 2106942 POWELL, OH

Position in SYF

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$608

+$64 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#975

of 993 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $29,328 across 5 Credit Services names. SYF ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	71	$14,244
2	V	Visa Inc.	35	$12,007
3	SOFI	SoFi Technologies, Inc.	100	$1,793
4	AXP	American Express Co	2	$676
5	SYF	Synchrony Financial This page	8	$608

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$608	8	0.0%	Shares	Other	2026-07-10
2026-03-31	$544	8	—	Shares	Other	2026-04-13
No filing history on record for this holder in this stock.