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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

SYF holding history

Synchrony Financial in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SYF overviewAll 13F holders of SYFFull Q3 2025 holdings

Shares (Q3 2025)
6,670
Value
$473.9K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of SYF by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20256,670$473.9K<0.1%+256+4.0%AddedHolders
Q2 20256,414$428.1K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20246,441$418.7K<0.1%−385−5.6%ReducedHolders
Q3 20246,826$340.5K<0.1%00.0%UnchangedHolders
Q2 20246,826$322.1K<0.1%−233−3.3%ReducedHolders
Q1 20247,059$304.4K<0.1%−119−1.7%ReducedHolders
Q4 20237,178$274.1K<0.1%−394−5.2%ReducedHolders
Q3 20237,572$231.5K<0.1%−180−2.3%ReducedHolders
Q2 20237,752$262.9K<0.1%+599+8.4%AddedHolders
Q1 20237,153$208.0K<0.1%−1,046−12.8%ReducedHolders
Q4 20228,199$269.4K<0.1%+720+9.6%AddedHolders
Q3 20227,479$211.0K<0.1%+7,479NewHolders
Q2 20220$00.0%−5,888−100.0%Sold outHolders
Q1 20225,888$205.0K<0.1%+71+1.2%AddedHolders
Q4 20215,817$270.0K<0.1%−240−4.0%ReducedHolders
Q3 20216,057$296.0K<0.1%+362+6.4%AddedHolders
Q2 20215,695$276.0K<0.1%+361+6.8%AddedHolders
Q1 20215,334$217.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.