Balanced Rock Investment Advisors’s Synovus SNV Stock Holding History

Balanced Rock Investment Advisors’s Portfolio SNV Stock Details SNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,357	Closed	-$218K	–	97
2025 Q4	$218K	Hold	4,357	–	–	0.16%	89
2025 Q3	$214K	Hold	4,357	–	–	0.16%	94
2025 Q2	$225K	Hold	4,357	–	–	0.18%	89
2025 Q1	$204K	Hold	4,357	–	–	0.16%	85
2024 Q4	$223K	Buy	+4,357	New	+$226K	0.18%	83

Other funds holding SNV

WBWA

William B. Walkup & Associates Columbia, South Carolina $167M AUM 20.75% 1-Year Est. Return

Balanced Rock Investment Advisors's SNV Position: Q1 2026 in Review

Balanced Rock Investment Advisors sold out of Synovus (SNV) in Q1 2026, closing a stake of 4,357 shares — an estimated $218K sold.

Balanced Rock Investment Advisors first reported a position in SNV in Q4 2024 and held it in 5 quarters. The position peaked at $225K in Q2 2025. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

Balanced Rock Investment Advisors reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
Balanced Rock Investment Advisors sold 4,357 Synovus shares in Q1 2026, an estimated $218K.
Balanced Rock Investment Advisors first reported a position in Synovus in Q4 2024 and held it in 5 quarters.
Balanced Rock Investment Advisors's Synovus position peaked at $225K in Q2 2025.
1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.