Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-250
Closed -$12.5K 3587
2025
Q4
$12.5K Buy
250
+41
+20% +$1.97K ﹤0.01% 2154
2025
Q3
$10.3K Buy
209
+8
+4% +$410 ﹤0.01% 2106
2025
Q2
$10.4K Buy
201
+188
+1,446% +$8.64K ﹤0.01% 1947
2025
Q1
$608 Sell
13
-4
-24% -$206 ﹤0.01% 2383
2024
Q4
$871 Buy
17
+10
+143% +$518 ﹤0.01% 2269
2024
Q3
$311 Buy
+7
New +$306 ﹤0.01% 2126
2020
Q1
Sell
-1
Closed 1524
2019
Q4
$0 Hold
1
﹤0.01% 1475
2019
Q3
$0 Buy
+1
New +$36 ﹤0.01% 1408
2018
Q1
Sell
-35
Closed -$2K 1927
2017
Q4
$2K Buy
+35
New +$1.66K ﹤0.01% 1483
2016
Q1
Sell
-6
Closed 1390
2015
Q4
$0 Buy
+6
New +$191 ﹤0.01% 1472

Other funds holding SNV

AssetMark Inc's SNV Position: Q1 2026 in Review

AssetMark Inc sold out of Synovus (SNV) in Q1 2026, closing a stake of 250 shares — an estimated $12.5K sold.

AssetMark Inc first reported a position in SNV in Q4 2015 and held it in 10 quarters. The position peaked at $12.5K in Q4 2025. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

  • AssetMark Inc reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 250 Synovus shares in Q1 2026, an estimated $12.5K.
  • AssetMark Inc first reported a position in Synovus in Q4 2015 and held it in 10 quarters.
  • AssetMark Inc's Synovus position peaked at $12.5K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.