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ETF Holdings Breakdown of SYF

Stock NameSynchrony Financial
TickerSYF(USD) NYSE
TYPECommon Stock
CountryUSA
ISINUS87165B1035
LEI549300RS7EWPM9MA6C78

SYF institutional holdings

The adjusted close for SYF on 2025-12-24 was 86.06

The following institutional investment holdings of SYF have been identified

Date ETF ISIN/Name Num Shares Book value Derived Price per Share Comment
2025-12-24 IE00013A2XD6 (iShares MSCI ACWI SRI UCITS ETF USD(Dist)) 2,152USD 185,201 0.6% 86.06  
2025-12-24 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 105,801USD 9,105,234 0.6% 86.06  
2025-12-24 IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF) 3,402USD 292,776 0.6% 86.06  
2025-12-24 IE0003WV2ME7 (iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)) 99,228USD 8,539,562 0.6% 86.06  
2025-12-24 IE0009VWHAE6 (iShares US Equity Enhanced Active UCITS ETF USD (Acc)) 8,667USD 745,882 0.6% 86.06  
2025-12-24 IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc)) 134,207USD 11,549,854 0.6% 86.06  
2025-12-24 IE000G4PH2B1 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD Dist) 4,384USD 377,287 0.6% 86.06  
2025-12-24 IE000MLMNYS0 (iShares S&P 500 Equal Weight UCITS ETF USD (Acc)) 99,228USD 8,539,562 0.6% 86.06  
2025-12-24 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist)) 614,166USD 52,855,126 0.6% 86.06  
2025-12-24 IE000OKVTDF7 (iShares MSCI USA Value Factor ESG UCITS ETF USD (Acc)) 6,635USD 571,008 0.6% 86.06  
2025-12-24 IE000R9FA4A0 (iShares S&P 500 ESG UCITS ETF USD (Acc)) 7,744USD 666,449 0.6% 86.06  
2025-12-24 IE0031442068 (iShares Core S&P 500 UCITS ETF USD (Dist)) 124,820USD 10,742,009 0.6% 86.06  
2025-12-24 IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist)) 39,003USD 3,356,598 0.6% 86.06  
2025-12-24 IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD) 7,264USD 625,140 0.6% 86.06  
2025-12-24 IE00B3Y8X563 (iShares S&P 500 GBP Hedged UCITS ETF (Acc)) 9,241USD 588,791 0.4% 63.72 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 86.06 not 63.72. May be due to incorrect reporting of currency . Could be EUR or USD insteadIE00B3Y8X563 incorrectly reporting value of holding as USD actually is reported in GBP
2025-12-24 IE00B3ZW0K18 (iShares S&P 500 EUR Hedged UCITS ETF (Acc)) 56,447USD 4,124,319 0.5% 73.07 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 86.06 not 73.07. May be due to incorrect reporting of currency . Could be EUR or USD insteadIE00B3ZW0K18 incorrectly reporting value of holding as USD actually is reported in EUR
2025-12-24 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc)) 2,517USD 160,371 0.4% 63.72 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 86.06 not 63.72. May be due to incorrect reporting of currency . Could be EUR or USD insteadIE00B42YS929 incorrectly reporting value of holding as USD actually is reported in GBP
2025-12-24 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc)) 24,939USD 1,822,176 0.5% 73.07 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 86.06 not 73.07. May be due to incorrect reporting of currency . Could be EUR or USD insteadIE00B441G979 incorrectly reporting value of holding as USD actually is reported in EUR
2025-12-24 IE00B4JNQZ49 (iShares S&P 500 Financials Sector UCITS ETF USD (Acc)) 113,062USD 9,730,116 0.6% 86.06  
2025-12-24 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 614,166USD 52,855,126 0.6% 86.06  
2025-12-24 IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc)) 20,243USD 1,742,113 0.6% 86.06  
2025-12-24 IE00B5BMR087 (iShares Core S&P 500 UCITS ETF USD (Acc)) 845,466USD 72,760,804 0.6% 86.06  
2025-12-24 IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)) 13,515USD 1,163,101 0.6% 86.06  
2025-12-24 IE00BD1F4M44 (iShares Edge MSCI USA Value Factor UCITS ETF USD (Acc) GBP) 84,627USD 7,283,000 0.6% 86.06  
2025-12-24 IE00BD1F4N50 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Acc) GBP) 7,271USD 625,742 0.6% 86.06  
2025-12-24 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 614,166USD 52,855,126 0.6% 86.06  
2025-12-24 IE00BD8KRH84 (iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)) 845,466USD 72,760,804 0.6% 86.06  
2025-12-24 IE00BFF5RX68 (iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)) 84,627USD 7,283,000 0.6% 86.06  
2025-12-24 IE00BFF5RZ82 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)) 7,271USD 625,742 0.6% 86.06  
2025-12-24 IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist)) 134,207USD 11,549,854 0.6% 86.06  
2025-12-24 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF) 32,171USD 2,768,636 0.6% 86.06  
2025-12-24 IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist)) 32,171USD 2,768,636 0.6% 86.06  
2025-12-24 IE00BFYTYS33 (iShares Edge MSCI World Value Factor UCITS USD Dist) 80,808 0.2%USD 6,954,336 0.8% 86.06  
2025-12-24 IE00BG13YZ23 (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist)) 8,633USD 742,956 0.6% 86.06  
2025-12-24 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 152,521USD 13,125,957 1.6% 86.06  
2025-12-24 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist)) 194,682 0.1%USD 16,754,333 0.6% 86.06  
2025-12-24 IE00BJ5JP097 (iShares MSCI World Financials Sector ESG UCITS ETF USD (Dist)) 33,582USD 2,890,067 0.6% 86.06  
2025-12-24 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF) 614,166USD 52,855,126 0.6% 86.06  
2025-12-24 IE00BL3J3G74 (iShares Core S&P 500 UCITS ETF MXN Hedged (Acc)) 845,466USD 72,760,804 0.6% 86.06  
2025-12-24 IE00BMWPV470 (iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)) 99,962USD 8,602,730 0.6% 86.06  
2025-12-24 IE00BMXC7V63 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)) 4,384USD 377,287 0.6% 86.06  
2025-12-24 IE00BMXC7W70 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)) 4,841USD 416,616 0.6% 86.06  
2025-12-24 IE00BMZ17T93 (iShares MSCI World SRI UCITS ETF GBP Hedged (Dist) GBP) 187,342USD 16,122,653 0.6% 86.06  
2025-12-24 IE00BMZ17X30 (iShares MSCI World SRI UCITS ETF USD Hedged (Dist)) 187,342USD 16,122,653 0.6% 86.06  
2025-12-24 IE00BN92ZL31 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)) 4,841USD 416,616 0.6% 86.06  
2025-12-24 IE00BP3QZB59 (iShares Edge MSCI World Value Factor UCITS ETF) 80,808 0.2%USD 6,954,336 0.8% 86.06  
2025-12-24 IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)) 6,777USD 583,229 0.6% 86.06  
2025-12-24 IE00BYVJRR92 (iShares MSCI USA SRI UCITS ETF USD (Acc)) 99,962USD 8,602,730 0.6% 86.06  
2025-12-24 IE00BYX2JD69 (iShares MSCI World SRI UCITS ETF) 187,342USD 16,122,653 0.6% 86.06  
2025-12-24 IE00BYXPXK00 (iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)) 72,348USD 6,226,269 0.6% 86.06  
2025-12-24 IE00BZ0PKS76 (iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)) 8,633USD 742,956 0.6% 86.06  
2025-12-24 IE00BZ0PKT83 (iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) GBP) 72,348USD 6,226,269 0.6% 86.06  
2025-12-24 IE00BZ173T46 (iShares MSCI USA SRI UCITS ETF USD (Dist)) 99,962USD 8,602,730 0.6% 86.06  
2025-12-24 IE00BZ173V67 (iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)) 99,962USD 8,602,730 0.6% 86.06  
2025-12-23 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 105,801 0.4%USD 9,053,392 2.6% 85.57 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 86.06 not 85.57. May be due to incorrect reporting of currency . Could be EUR or USD instead 
2025-12-23 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc)) 134,207 0.4%USD 11,484,093 0.0% 85.57 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 86.06 not 85.57. May be due to incorrect reporting of currency . Could be EUR or USD instead 
2025-12-23 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 152,521USD 13,051,222 -0.3% 85.57 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 86.06 not 85.57. May be due to incorrect reporting of currency . Could be EUR or USD instead 
Total =8,337,515 USD 716,013,888
Book value of shares is calculated on the adjusted close price of each day (row).

News associated with SYF

Synchrony Financial (NYSE:SYF) Receives $73.79 Average Price Target from Brokerages
Synchrony Financial (NYSE:SYF – Get Free Report) has earned a consensus recommendation of “Moderate Buy” from the twenty research firms that are presently covering the firm, MarketBeat Ratings reports. Eight research analysts have rated the stock with a hold recommendation and twelve have assigned a buy recommendation to the company. The average 1 year target […] - 2025-09-18 03:01:04
Headlands Technologies LLC Acquires Shares of 648 Synchrony Financial (NYSE:SYF)
Headlands Technologies LLC acquired a new stake in Synchrony Financial (NYSE:SYF – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 648 shares of the financial services provider’s stock, valued at approximately $34,000. Several other large investors […] - 2025-08-14 04:57:06
Blair William & Co. IL Sells 342 Shares of Synchrony Financial (NYSE:SYF)
Blair William & Co. IL lowered its holdings in shares of Synchrony Financial (NYSE:SYF – Free Report) by 7.2% during the first quarter, Holdings Channel reports. The firm owned 4,419 shares of the financial services provider’s stock after selling 342 shares during the period. Blair William & Co. IL’s holdings in Synchrony Financial were worth […] - 2025-08-13 04:43:05
Synchrony Financial Sees Unusually High Options Volume (NYSE:SYF)
Synchrony Financial (NYSE:SYF – Get Free Report) was the recipient of some unusual options trading activity on Tuesday. Traders acquired 20,113 put options on the company. Thisrepresentsanincreaseof694% compared to the typical daily volume of 2,534 put options. Insider Activity In other Synchrony Financial news, insider Jonathan S. Mothner sold 40,639 shares of the business’s stock […] - 2025-08-13 02:14:47
Notable Tuesday Option Activity: SYF, WDAY, AXON
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Synchrony Financial (Symbol: SYF), where a total volume of 21,420 contracts has been traded thus far today, a contract volume which is representative of approxima - 2025-08-12 14:28:47
Synchrony Financial (NYSE:SYF) Upgraded at Redburn Atlantic
Redburn Atlantic upgraded shares of Synchrony Financial (NYSE:SYF – Free Report) to a hold rating in a research note released on Friday,Zacks.com reports. SYF has been the topic of several other reports. The Goldman Sachs Group increased their target price on shares of Synchrony Financial from $70.00 to $78.00 and gave the stock a “buy” […] - 2025-08-04 02:54:43
Choreo LLC Has $452,000 Stock Holdings in Synchrony Financial (NYSE:SYF)
Choreo LLC cut its holdings in Synchrony Financial (NYSE:SYF – Free Report) by 19.6% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,535 shares of the financial services provider’s stock after selling 2,079 shares during the quarter. Choreo LLC’s holdings in Synchrony […] - 2025-07-29 05:00:58
Synchrony Financial (NYSE:SYF) Stock Position Increased by IFP Advisors Inc
IFP Advisors Inc boosted its position in shares of Synchrony Financial (NYSE:SYF – Free Report) by 549.4% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,117 shares of the financial services provider’s stock after buying an additional 4,329 shares during the quarter. IFP […] - 2025-07-28 05:26:52
Barclays Issues Pessimistic Forecast for Synchrony Financial (NYSE:SYF) Stock Price
Synchrony Financial (NYSE:SYF – Get Free Report) had its target price decreased by research analysts at Barclays from $81.00 to $80.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the financial services provider’s stock. Barclays‘s price objective would suggest a potential upside of 11.40% from […] - 2025-07-25 05:07:18
Synchrony Financial (NYSE:SYF) Reaches New 1-Year High After Strong Earnings
Synchrony Financial (NYSE:SYF – Get Free Report)’s share price hit a new 52-week high during mid-day trading on Wednesday following a better than expected earnings announcement. The company traded as high as $72.73 and last traded at $71.17, with a volume of 193175 shares. The stock had previously closed at $70.66. The financial services provider […] - 2025-07-24 04:22:53
Kingsview Wealth Management LLC Boosts Stake in Synchrony Financial (NYSE:SYF)
Kingsview Wealth Management LLC increased its position in Synchrony Financial (NYSE:SYF – Free Report) by 32.4% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 6,260 shares of the financial services provider’s stock after purchasing an additional 1,531 shares during the period. Kingsview Wealth Management LLC’s holdings in […] - 2025-07-23 06:14:52
Synchrony Financial (NYSE:SYF) and StepStone Group (NASDAQ:STEP) Critical Comparison
Synchrony Financial (NYSE:SYF – Get Free Report) and StepStone Group (NASDAQ:STEP – Get Free Report) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, analyst recommendations, institutional ownership, dividends, valuation and profitability. Analyst Recommendations This is a summary of current […] - 2025-07-22 03:18:45
Cwm LLC Acquires 1,317 Shares of Synchrony Financial (NYSE:SYF)
Cwm LLC grew its holdings in Synchrony Financial (NYSE:SYF – Free Report) by 6.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 21,943 shares of the financial services provider’s stock after purchasing an additional 1,317 shares during the quarter. Cwm LLC’s […] - 2025-07-21 05:14:49
Alps Advisors Inc. Decreases Stake in Synchrony Financial (NYSE:SYF)
Alps Advisors Inc. lessened its stake in Synchrony Financial (NYSE:SYF – Free Report) by 11.2% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 6,727 shares of the financial services provider’s stock after selling 851 shares during the quarter. Alps Advisors Inc.’s holdings in Synchrony Financial were worth […] - 2025-07-17 06:34:52
Cerity Partners LLC Purchases 4,063 Shares of Synchrony Financial (NYSE:SYF)
Cerity Partners LLC increased its position in shares of Synchrony Financial (NYSE:SYF – Free Report) by 3.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 135,578 shares of the financial services provider’s stock after purchasing an additional 4,063 shares during the quarter. […] - 2025-07-16 07:23:08
Synchrony Financial (NYSE:SYF) Raised to Buy at BTIG Research
Synchrony Financial (NYSE:SYF – Get Free Report) was upgraded by equities research analysts at BTIG Research from a “neutral” rating to a “buy” rating in a report released on Monday, MarketBeat.com reports. The brokerage currently has a $100.00 target price on the financial services provider’s stock. BTIG Research’s target price suggests a potential upside of […] - 2025-07-16 02:56:56
Synchrony Financial (NYSE:SYF) Price Target Raised to $80.00 at JPMorgan Chase & Co.
Synchrony Financial (NYSE:SYF – Free Report) had its target price raised by JPMorgan Chase & Co. from $52.00 to $80.00 in a research report report published on Friday,Benzinga reports. JPMorgan Chase & Co. currently has an overweight rating on the financial services provider’s stock. Several other equities research analysts have also commented on the stock. […] - 2025-07-14 04:41:25
Penserra Capital Management LLC Decreases Stake in Synchrony Financial (NYSE:SYF)
Penserra Capital Management LLC reduced its stake in Synchrony Financial (NYSE:SYF – Free Report) by 32.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,903 shares of the financial services provider’s stock after selling 898 shares during the period. Penserra Capital Management LLC’s […] - 2025-07-13 07:34:52
FEX, WDC, HPE, SYF: ETF Inflow Alert
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the First Trust Large Cap Core AlphaDEX Fund (Symbol: FEX) where we have detected an approximate $245.2 million dollar inflow -- that's a 18.3% increase - 2025-07-10 11:48:49
Synchrony Financial (NYSE:SYF) Stock Price Expected to Rise, Barclays Analyst Says
Synchrony Financial (NYSE:SYF – Get Free Report) had its price target hoisted by equities research analysts at Barclays from $62.00 to $81.00 in a research report issued on Tuesday,Benzinga reports. The brokerage presently has an “overweight” rating on the financial services provider’s stock. Barclays‘s target price would indicate a potential upside of 15.19% from the […] - 2025-07-10 02:30:55
Principal Financial Group Inc. Increases Stake in Synchrony Financial (NYSE:SYF)
Principal Financial Group Inc. boosted its holdings in shares of Synchrony Financial (NYSE:SYF – Free Report) by 11.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 507,396 shares of the financial services provider’s stock after purchasing an additional 50,385 shares […] - 2025-07-09 06:25:02
Cambridge Investment Research Advisors Inc. Has $818,000 Stock Position in Synchrony Financial (NYSE:SYF)
Cambridge Investment Research Advisors Inc. cut its holdings in shares of Synchrony Financial (NYSE:SYF – Free Report) by 18.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 15,459 shares of the financial services provider’s stock after selling 3,403 shares during the quarter. Cambridge Investment […] - 2025-07-07 04:36:50
Mirae Asset Global Investments Co. Ltd. Raises Stock Holdings in Synchrony Financial (NYSE:SYF)
Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of Synchrony Financial (NYSE:SYF – Free Report) by 12.0% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 59,344 shares of the financial services provider’s stock after buying an additional 6,352 […] - 2025-07-03 05:23:09
Golden State Wealth Management LLC Acquires 811 Shares of Synchrony Financial (NYSE:SYF)
Golden State Wealth Management LLC boosted its holdings in Synchrony Financial (NYSE:SYF – Free Report) by 503.7% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 972 shares of the financial services provider’s stock after buying an additional 811 shares during the quarter. Golden […] - 2025-07-02 04:52:53
Wells Fargo & Company Boosts Synchrony Financial (NYSE:SYF) Price Target to $75.00
Synchrony Financial (NYSE:SYF – Free Report) had its target price lifted by Wells Fargo & Company from $65.00 to $75.00 in a research note published on Tuesday,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the financial services provider’s stock. A number of other equities research analysts also recently issued reports on […] - 2025-07-02 04:52:50
Synchrony Financial (NYSE:SYF) Receives Average Rating of “Moderate Buy” from Analysts
Synchrony Financial (NYSE:SYF – Get Free Report) has been assigned a consensus rating of “Moderate Buy” from the nineteen brokerages that are covering the stock, Marketbeat.com reports. Eight equities research analysts have rated the stock with a hold recommendation and eleven have given a buy recommendation to the company. The average 1-year price target among […] - 2025-07-02 02:56:50
Asset Management One Co. Ltd. Purchases 10,675 Shares of Synchrony Financial (NYSE:SYF)
Asset Management One Co. Ltd. grew its position in Synchrony Financial (NYSE:SYF – Free Report) by 6.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 189,486 shares of the financial services provider’s stock after acquiring an additional 10,675 shares during […] - 2025-06-27 05:21:04
SYF Crosses Above Average Analyst Target
In recent trading, shares of Synchrony Financial (Symbol: SYF) have crossed above the average analyst 12-month target price of $64.59, changing hands for $64.74/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on v - 2025-06-25 10:43:57
Synchrony Financial (NYSE:SYF) Shares Sold by Kentucky Retirement Systems
Kentucky Retirement Systems decreased its position in Synchrony Financial (NYSE:SYF – Free Report) by 2.3% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 26,542 shares of the financial services provider’s stock after selling 618 shares during the quarter. Kentucky Retirement Systems’ holdings in Synchrony […] - 2025-06-25 06:00:58
Retirement Systems of Alabama Decreases Stake in Synchrony Financial (NYSE:SYF)
Retirement Systems of Alabama reduced its holdings in Synchrony Financial (NYSE:SYF – Free Report) by 0.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 83,539 shares of the financial services provider’s stock after selling 758 shares during the […] - 2025-06-25 06:00:57

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