SHIKIAR ASSET MANAGEMENT INC SYF/PRB — SYNCHRONY FINANCIAL SER B 8.25

Ownership history in SHIKIAR ASSET MANAGEMENT INC  ·  11 quarters on record

AI Ownership Summary

SHIKIAR ASSET MANAGEMENT INC reported SYNCHRONY FINANCIAL SER B 8.25 (SYF/PRB) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 2.18% in 2025 Q1. The latest visible filing shows SYF/PRB at 1.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SYF/PRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHIKIAR ASSET MANAGEMENT INC's position in SYNCHRONY FINANCIAL SER B 8.25, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SYF/PRB was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.18% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SHIKIAR ASSET MANAGEMENT INC held SYF/PRB — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 192,430 -9,100 -4.5% 1.23% $5K 2026-10-20 —
2026 Q2 REDUCED — — — 201,530 -18,450 -8.4% 1.32% $5K 2026-07-21 —
2026 Q1 REDUCED — — — 219,980 -15,750 -6.7% 1.60% $6K 2026-04-23 —
2025 Q4 REDUCED — — — 235,730 -32,700 -12.2% 1.54% $6.2M 2026-01-22 —
2025 Q3 REDUCED — — — 268,430 -5,670 -2.1% 1.75% $6.9M 2025-10-14 —
2025 Q2 REDUCED — — — 274,100 -17,900 -6.1% 1.89% $6.8M 2025-07-24 —
2025 Q1 REDUCED — — — 292,000 -6,250 -2.1% 2.18% $7.3M 2025-04-17 —
2024 Q4 ADDED — — — 298,250 +37,000 +14.2% 2.08% $7.8M 2025-01-15 —
2024 Q3 ADDED — — — 261,250 +28,050 +12.0% 1.76% $6.7M 2024-10-10 —
2024 Q2 ADDED — — — 233,200 +67,900 +41.1% 1.59% $5.9M 2024-07-16 —
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SHIKIAR ASSET MANAGEMENT INC and SYF/PRB

These are the practical questions this page is built to answer before you even open the full history table.

How long has SHIKIAR ASSET MANAGEMENT INC reported owning SYF/PRB?

SHIKIAR ASSET MANAGEMENT INC reported SYF/PRB across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported SYF/PRB position in SHIKIAR ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for SYF/PRB was 2.18% in 2025 Q1.

What is the latest reported SYF/PRB position on this page?

The most recent filing on this page is 2026 Q3, when SHIKIAR ASSET MANAGEMENT INC reported 192,430 shares, equal to 1.23% of portfolio, with an estimated market value of $5K.

What does the chart on this SYF/PRB ownership page compare?

The chart compares SHIKIAR ASSET MANAGEMENT INC's quarterly SYF/PRB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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