Position in SYF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$29,665,507
+$1,629,024 QoQ
Shares Held
390,079
-5.4% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#108
of 993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $197,774,297 across 7 Credit Services names. SYF ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
129,425 | $66,472,680 | |
| 2 | AXP |
American Express Co
|
152,142 | $51,462,031 | |
| 3 | SYF |
Synchrony Financial
This page
|
390,079 | $29,665,507 | |
| 4 | COF |
Capital One Financial Corp
|
147,609 | $29,613,317 | |
| 5 | V |
Visa Inc.
|
43,987 | $15,091,499 | |
| 6 | SLM |
SLM Corp
|
109,285 | $2,834,852 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
61,010 | $2,634,411 |
All Filings in SYF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,665,507 | 390,079 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $28,036,483 | 412,180 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $34,863,644 | 417,879 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $30,200,299 | 425,057 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $30,253,108 | 453,298 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $24,378,552 | 460,494 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $30,372,225 | 467,265 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $23,932,424 | 479,800 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $23,013,949 | 487,687 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $21,578,067 | 500,419 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $19,501,112 | 510,634 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $15,961,055 | 522,115 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $17,711,599 | 522,158 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $14,017,635 | 482,037 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $15,785,845 | 480,397 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $13,614,924 | 482,970 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $13,246,772 | 479,608 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $15,881,679 | 456,239 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $20,833,145 | 449,087 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $22,755,350 | 465,535 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $22,614,589 | 466,088 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $19,177,858 | 471,664 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $16,428,590 | 473,310 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $12,802,730 | 489,214 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $11,055,956 | 498,915 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $8,100,188 | 503,430 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||