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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SYF holding history

Synchrony Financial in every 13F filed by Creative Planning, 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 Q2 2026 holdings

Shares (Q2 2026)
68,032
Value
$5.17M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SYF by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668,032$5.17M<0.1%+980+1.5%AddedHolders
Q1 202667,052$4.56M<0.1%+21,257+46.4%AddedHolders
Q4 202545,795$3.82M<0.1%+5,323+13.2%AddedHolders
Q3 202540,472$2.88M<0.1%+9,369+30.1%AddedHolders
Q2 202531,103$2.08M<0.1%−2,533−7.5%ReducedHolders
Q1 202533,636$1.78M<0.1%+2,285+7.3%AddedHolders
Q4 202431,351$2.04M<0.1%+1,287+4.3%AddedHolders
Q3 202430,064$1.50M<0.1%+308+1.0%AddedHolders
Q2 202429,756$1.40M<0.1%−750−2.5%ReducedHolders
Q1 202430,506$1.32M<0.1%+1,442+5.0%AddedHolders
Q4 202329,064$1.11M<0.1%−8,932−23.5%ReducedHolders
Q3 202337,996$1.16M<0.1%−3,003−7.3%ReducedHolders
Q2 202340,999$1.39M<0.1%+18,614+83.2%AddedHolders
Q1 202322,385$651.0K<0.1%+2,723+13.8%AddedHolders
Q4 202219,662$646.1K<0.1%+1,324+7.2%AddedHolders
Q3 202218,338$517.0K<0.1%−5,535−23.2%ReducedHolders
Q2 202223,873$659.0K<0.1%+5,658+31.1%AddedHolders
Q1 202218,215$635.0K<0.1%+9,840+117.5%AddedHolders
Q4 20218,375$388.0K<0.1%+572+7.3%AddedHolders
Q3 20217,803$381.0K<0.1%+3,524+82.4%AddedHolders
Q2 20214,279$208.0K<0.1%−8,426−66.3%ReducedHolders
Q1 202112,705$517.0K<0.1%––Holders

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