Corient Private Wealth’s Synovus SNV Stock Holding History

Corient Private Wealth’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	-13,792	Closed	-$690K	–	2975
2025 Q4	$690K	Buy	13,792 +214	+2%	+$10.3K	﹤0.01%	1698
2025 Q3	$667K	Buy	13,578 +2,188	+19%	+$112K	﹤0.01%	1640
2025 Q2	$590K	Buy	11,390 +1,441	+14%	+$66.2K	﹤0.01%	1615
2025 Q1	$465K	Sell	9,949 -1,059	-10%	-$54.7K	﹤0.01%	1633
2024 Q4	$551K	Sell	11,008 -1,782	-14%	-$92.3K	﹤0.01%	1570
2024 Q3	$569K	Buy	12,790 +2,043	+19%	+$89.3K	﹤0.01%	1663
2024 Q2	$432K	Sell	10,747 -9	-0.1%	-$341	﹤0.01%	1724
2024 Q1	$431K	Sell	10,756 -289	-3%	-$10.9K	﹤0.01%	1709
2023 Q4	$416K	Sell	11,045 -1,343	-11%	-$41.1K	﹤0.01%	1700
2023 Q3	$344K	Buy	12,388 +3,343	+37%	+$105K	﹤0.01%	1685
2023 Q2	$274K	Sell	9,045 -1,338	-13%	-$39.1K	﹤0.01%	1742
2023 Q1	$322K	Buy	10,383 +1,037	+11%	+$39.5K	﹤0.01%	1579
2022 Q4	$348K	Buy	+9,346	New	+$371K	﹤0.01%	1278

Other funds holding SNV

WBWA

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

Corient Private Wealth's SNV Position: Q1 2026 in Review

Corient Private Wealth sold out of Synovus (SNV) in Q1 2026, closing a stake of 13,792 shares — an estimated $690K sold.

Corient Private Wealth first reported a position in SNV in Q4 2022 and held it in 13 quarters. The position peaked at $690K in Q4 2025. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

Corient Private Wealth reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
Corient Private Wealth sold 13,792 Synovus shares in Q1 2026, an estimated $690K.
Corient Private Wealth first reported a position in Synovus in Q4 2022 and held it in 13 quarters.
Corient Private Wealth's Synovus position peaked at $690K in Q4 2025.
1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.