Carson Wealth (CWM LLC)
SNV

Carson Wealth (CWM LLC)’s Synovus SNV Stock Holding History

Carson Wealth (CWM LLC)’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
-120,586
Closed -$6.04M – 5786
2025
Q4 		$6.04M Sell
120,586
-26,552
-18% -$1.28M 0.02% 707
2025
Q3 		$7.22M Buy
147,138
+122,378
+494% +$6.27M 0.02% 583
2025
Q2 		$1.28M Sell
24,760
-11,758
-32% -$540K ﹤0.01% 1136
2025
Q1 		$1.71M Buy
36,518
+27,303
+296% +$1.41M 0.01% 879
2024
Q4 		$472K Buy
9,215
+7,212
+360% +$374K ﹤0.01% 1402
2024
Q3 		$89K Buy
2,003
+967
+93% +$42.3K ﹤0.01% 2276
2024
Q2 		$42K Sell
1,036
-83
-7% -$3.15K ﹤0.01% 2598
2024
Q1 		$45K Buy
1,119
+31
+3% +$1.17K ﹤0.01% 2366
2023
Q4 		$41K Buy
1,088
+188
+21% +$5.75K ﹤0.01% 2308
2023
Q3 		$25K Sell
900
-20
-2% -$626 ﹤0.01% 2543
2023
Q2 		$28K Buy
920
+141
+18% +$4.12K ﹤0.01% 2418
2023
Q1 		$24K Sell
779
-291
-27% -$11.1K ﹤0.01% 2378
2022
Q4 		$40K Sell
1,070
-1
-0.1% -$40 ﹤0.01% 1882
2022
Q3 		$40K Buy
1,071
+518
+94% +$20.5K ﹤0.01% 1774
2022
Q2 		$20K Buy
553
+308
+126% +$12.7K ﹤0.01% 2123
2022
Q1 		$12K Buy
245
+96
+64% +$4.86K ﹤0.01% 2389
2021
Q4 		$7K Buy
+149
New +$7.06K ﹤0.01% 2571
2021
Q2 		$7K Hold
156
– – ﹤0.01% 2260
2021
Q1 		$7K Hold
156
– – ﹤0.01% 2260
2020
Q4 		$7K Hold
156
– – ﹤0.01% 2259
2020
Q3 		$7K Hold
156
– – ﹤0.01% 2257
2020
Q2 		$7K Hold
156
– – ﹤0.01% 2256
2020
Q1 		$7K Hold
156
– – ﹤0.01% 2256
2019
Q4 		$7K Hold
156
– – ﹤0.01% 2256
2019
Q3 		$7K Hold
156
– – ﹤0.01% 2255
2019
Q2 		$7K Hold
156
– – ﹤0.01% 2255
2019
Q1 		$7K Buy
156
+14
+10% +$514 ﹤0.01% 2254
2018
Q4 		$5K Sell
142
-16
-10% -$603 ﹤0.01% 1542
2018
Q3 		$7K Hold
158
– – ﹤0.01% 1260
2018
Q2 		$8K Buy
158
+142
+888% +$7.55K ﹤0.01% 1083
2018
Q1 		$1K Sell
16
-370
-96% -$18.6K ﹤0.01% 1328
2017
Q4 		$19K Hold
386
– – ﹤0.01% 710
2017
Q3 		$18K Hold
386
– – ﹤0.01% 730
2017
Q2 		$17K Hold
386
– – ﹤0.01% 670
2017
Q1 		$16K Buy
386
+16
+4% +$667 ﹤0.01% 653
2016
Q4 		$15K Sell
370
-10
-3% -$368 ﹤0.01% 655
2016
Q3 		$12K Buy
+380
New +$11.9K ﹤0.01% 662

Other funds holding SNV

WBWA
William B. Walkup & Associates Columbia, South Carolina $208M AUM 37.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SNV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Synovus (SNV) in Q1 2026, closing a stake of 120,586 shares — an estimated $6.04M sold.

Carson Wealth (CWM LLC) first reported a position in SNV in Q3 2016 and held it in 37 quarters. The position peaked at $7.22M in Q3 2025. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 120,586 Synovus shares in Q1 2026, an estimated $6.04M.
  • Carson Wealth (CWM LLC) first reported a position in Synovus in Q3 2016 and held it in 37 quarters.
  • Carson Wealth (CWM LLC)'s Synovus position peaked at $7.22M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.