Position in SYF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,126
+$964 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#882
of 993 holders
Holding Since
Dec 2025
3 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, 2026MONTAG A & ASSOCIATES INC holds $43,103,996 across 7 Credit Services names. SYF ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
69,913 | $23,986,451 | |
| 2 | MA |
Mastercard Inc
|
21,068 | $10,820,524 | |
| 3 | AXP |
American Express Co
|
18,883 | $6,387,174 | |
| 4 | COF |
Capital One Financial Corp
|
9,181 | $1,841,892 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
964 | $41,625 | |
| 6 | KLAR |
Klarna Group plc
|
850 | $17,204 | |
| 7 | SYF |
Synchrony Financial
This page
|
120 | $9,126 |
All Filings in SYF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,126 | 120 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,162 | 120 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,011 | 120 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||