Position in SYF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$697,682
+$557,357 QoQ
Shares Held
9,174
+344.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#544
of 993 holders
Holding Since
Mar 2021
21 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, 2026Clearstead Advisors, LLC holds $74,684,282 across 31 Credit Services names. SYF ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
57,433 | $29,497,588 | |
| 2 | V |
Visa Inc.
|
71,541 | $24,545,001 | |
| 3 | AXP |
American Express Co
|
44,009 | $14,886,044 | |
| 4 | COF |
Capital One Financial Corp
|
16,176 | $3,245,229 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
22,146 | $956,264 | |
| 6 | SYF |
Synchrony Financial
This page
|
9,174 | $697,682 | |
| 7 | WU |
Western Union CO
|
34,560 | $266,112 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
13,860 | $248,509 |
All Filings in SYF
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,682 | 9,174 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $140,325 | 2,063 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $249,038 | 2,985 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $167,322 | 2,355 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $153,301 | 2,297 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $98,891 | 1,868 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $120,835 | 1,859 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $92,128 | 1,847 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $61,394 | 1,301 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $51,744 | 1,200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $35,707 | 935 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,790 | 124 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $10,875 | 374 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $11,698 | 356 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $479 | 17 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,817 | 102 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,680 | 77 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $15,772 | 340 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,213 | 434 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $24,987 | 515 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $14,718 | 362 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||