PDS Planning, Inc

Position in SYF — Synchrony Financial

CIK 838618 DUBLIN, OH

Position in SYF

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$252,866

+$26,855 QoQ

Shares Held

3,325

+22.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#701

of 993 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $9,868,301 across 6 Credit Services names. SYF ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,513	$4,293,085
2	MA	Mastercard Inc	6,236	$3,202,809
3	AXP	American Express Co	3,251	$1,099,650
4	COF	Capital One Financial Corp	3,886	$779,609
5	SYF	Synchrony Financial This page	3,325	$252,866
6	OMF	OneMain Holdings, Inc.	3,941	$240,282

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,866	3,325	+22.7%	Shares	Sole	2026-08-05
2025-12-31	$226,011	2,709	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.