CWS
SNV

Confluence Wealth Services’s Synovus SNV Stock Holding History

Confluence Wealth Services’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
2025
Q2 		– Sell
-8,142
Closed -$346K – 362
2025
Q1 		$346K Sell
8,142
-86
-1% -$4.44K 0.02% 277
2024
Q4 		$454K Sell
8,228
-321
-4% -$16.6K 0.03% 231
2024
Q3 		$380K Sell
8,549
-720
-8% -$31.5K 0.03% 252
2024
Q2 		$373K Sell
9,269
-1,879
-17% -$71.2K 0.03% 264
2024
Q1 		$447K Sell
11,148
-4,237
-28% -$159K 0.04% 219
2023
Q4 		$579K Sell
15,385
-645
-4% -$19.7K 0.06% 168
2023
Q3 		$446K Buy
16,030
+2,976
+23% +$93.1K 0.09% 170
2023
Q2 		$395K Buy
13,054
+5,942
+84% +$174K 0.08% 185
2023
Q1 		$219K Buy
+7,112
New +$271K 0.05% 247

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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Confluence Wealth Services's SNV Position: Q2 2025 in Review

Confluence Wealth Services sold out of Synovus (SNV) in Q2 2025, closing a stake of 8,142 shares — an estimated $346K sold.

Confluence Wealth Services first reported a position in SNV in Q1 2023 and held it in 9 quarters. The position peaked at $579K in Q4 2023. 476 funds tracked by Wall St. Rank hold SNV as of Q2 2025.

  • Confluence Wealth Services reported no remaining Synovus position as of Q2 2025 after selling out during the quarter.
  • Confluence Wealth Services sold 8,142 Synovus shares in Q2 2025, an estimated $346K.
  • Confluence Wealth Services first reported a position in Synovus in Q1 2023 and held it in 9 quarters.
  • Confluence Wealth Services's Synovus position peaked at $579K in Q4 2023.
  • 476 funds tracked by Wall St. Rank held Synovus as of Q2 2025.

Based on Confluence Wealth Services's 13F filing for Q2 2025, filed 22 Jul 2025.