SYF SYNCHRONY FINANCIAL

Ownership history in Summit Financial, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in SYNCHRONY FINANCIAL (SYF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q2)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 14,576 +139 +1.0% 0.02% $1.0M $70.47
2025 Q2 REDUCED 14,437 -23 -0.2% 0.02% $963K $65.91
2025 Q1 INITIATED 14,460 0.02% $766K $51.99
% of Fund (quarterly)    SYF price (monthly, adj. close)
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