CFGS
SNV

Concourse Financial Group Securities’s Synovus SNV Stock Holding History

Concourse Financial Group Securities’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
2024
Q2 		– Sell
-3,159
Closed -$120K – 2381
2024
Q1 		$128K Buy
+3,159
New +$119K 0.01% 834
2020
Q1 		– Sell
-40
Closed -$1.23K – 2303
2019
Q4 		$2K Sell
40
-85
-68% -$3.12K ﹤0.01% 1918
2019
Q3 		$5K Buy
125
+85
+213% +$3.05K ﹤0.01% 1335
2019
Q2 		$1K Hold
40
– – ﹤0.01% 2133
2019
Q1 		$1K Buy
+40
New +$1.47K ﹤0.01% 2179

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Concourse Financial Group Securities's SNV Position: Q2 2024 in Review

Concourse Financial Group Securities sold out of Synovus (SNV) in Q2 2024, closing a stake of 3,159 shares — an estimated $120K sold.

Concourse Financial Group Securities first reported a position in SNV in Q1 2019 and held it in 5 quarters. The position peaked at $128K in Q1 2024. 382 funds tracked by Wall St. Rank hold SNV as of Q2 2024.

  • Concourse Financial Group Securities reported no remaining Synovus position as of Q2 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,159 Synovus shares in Q2 2024, an estimated $120K.
  • Concourse Financial Group Securities first reported a position in Synovus in Q1 2019 and held it in 5 quarters.
  • Concourse Financial Group Securities's Synovus position peaked at $128K in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Synovus as of Q2 2024.

Based on Concourse Financial Group Securities's 13F filing for Q2 2024, filed 23 Jul 2024.