Skip to main content

One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

SYF holding history

Synchrony Financial in every 13F filed by One Wealth Advisors, LLC, 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)
10,113
Value
$769.1K
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of SYF by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,113$769.1K0.1%+1,408+16.2%AddedHolders
Q1 20268,705$592.1K0.1%+505+6.2%AddedHolders
Q4 20258,200$684.1K0.1%+248+3.1%AddedHolders
Q3 20257,952$565.0K0.1%−265−3.2%ReducedHolders
Q2 20258,217$548.4K0.1%−324−3.8%ReducedHolders
Q1 20258,541$452.2K0.1%+2,994+54.0%AddedHolders
Q4 20245,547$360.6K0.1%+5,547NewHolders
Q4 20230$00.0%−10,899−100.0%Sold outHolders
Q3 202310,899$333.2K0.1%−553−4.8%ReducedHolders
Q2 202311,452$388.5K0.1%−621−5.1%ReducedHolders
Q1 202312,073$351.1K0.1%+1,121+10.2%AddedHolders
Q4 202210,952$359.9K0.1%−1,245−10.2%ReducedHolders
Q3 202212,197$344.0K0.1%+746+6.5%AddedHolders
Q2 202211,451$316.0K0.1%−253−2.2%ReducedHolders
Q1 202211,704$407.0K0.1%−297−2.5%ReducedHolders
Q4 202112,001$557.0K0.1%+598+5.2%AddedHolders
Q3 202111,403$557.0K0.2%−4,090−26.4%ReducedHolders
Q2 202115,493$752.0K0.2%+577+3.9%AddedHolders
Q1 202114,916$606.0K0.2%––Holders

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