Concord Wealth Partners’s Synovus SNV Stock Holding History

Concord Wealth Partners’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	-96	Closed	-$4.8K	–	694
2025 Q4	$4.8K	Hold	96	–	–	﹤0.01%	628
2025 Q3	$4.71K	Hold	96	–	–	﹤0.01%	634
2025 Q2	$4.97K	Hold	96	–	–	﹤0.01%	633
2025 Q1	$4.49K	Hold	96	–	–	﹤0.01%	598
2024 Q4	$4.92K	Hold	96	–	–	﹤0.01%	609
2024 Q3	$4.27K	Hold	96	–	–	﹤0.01%	661
2024 Q2	$3.86K	Hold	96	–	–	﹤0.01%	601
2024 Q1	$3.85K	Buy	+96	New	+$3.61K	﹤0.01%	689

Other funds holding SNV

WBWA

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

Concord Wealth Partners's SNV Position: Q1 2026 in Review

Concord Wealth Partners sold out of Synovus (SNV) in Q1 2026, closing a stake of 96 shares — an estimated $4.8K sold.

Concord Wealth Partners first reported a position in SNV in Q1 2024 and held it in 8 quarters. The position peaked at $4.97K in Q2 2025. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

Concord Wealth Partners reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 96 Synovus shares in Q1 2026, an estimated $4.8K.
Concord Wealth Partners first reported a position in Synovus in Q1 2024 and held it in 8 quarters.
Concord Wealth Partners's Synovus position peaked at $4.97K in Q2 2025.
1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.