Creative Planning
SNV

Creative Planning’s Synovus SNV Stock Holding History

Creative Planning’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
-118,104
Closed -$5.91M – 4193
2025
Q4 		$5.91M Buy
118,104
+18,271
+18% +$878K ﹤0.01% 890
2025
Q3 		$4.9M Buy
99,833
+44,961
+82% +$2.3M ﹤0.01% 898
2025
Q2 		$2.84M Buy
54,872
+3,534
+7% +$162K ﹤0.01% 1070
2025
Q1 		$2.4M Buy
51,338
+8,477
+20% +$438K ﹤0.01% 1069
2024
Q4 		$2.2M Buy
42,861
+1,824
+4% +$94.5K ﹤0.01% 1076
2024
Q3 		$1.82M Sell
41,037
-2,355
-5% -$103K ﹤0.01% 1116
2024
Q2 		$1.74M Buy
43,392
+6,710
+18% +$254K ﹤0.01% 1056
2024
Q1 		$1.47M Sell
36,682
-5,010
-12% -$188K ﹤0.01% 1112
2023
Q4 		$1.57M Buy
41,692
+1,721
+4% +$52.6K ﹤0.01% 1016
2023
Q3 		$1.11M Buy
39,971
+566
+1% +$17.7K ﹤0.01% 1118
2023
Q2 		$1.19M Buy
39,405
+3,388
+9% +$99.1K ﹤0.01% 1047
2023
Q1 		$1.11M Buy
36,017
+2,611
+8% +$99.4K ﹤0.01% 1025
2022
Q4 		$1.25M Sell
33,406
-1,055
-3% -$41.9K ﹤0.01% 928
2022
Q3 		$1.29M Buy
34,461
+2,111
+7% +$83.7K ﹤0.01% 852
2022
Q2 		$1.17M Buy
32,350
+17,932
+124% +$742K ﹤0.01% 909
2022
Q1 		$707K Buy
14,418
+6,329
+78% +$320K ﹤0.01% 1153
2021
Q4 		$387K Sell
8,089
-270
-3% -$12.8K ﹤0.01% 1461
2021
Q3 		$367K Buy
8,359
+1,129
+16% +$47.7K ﹤0.01% 1480
2021
Q2 		$317K Sell
7,230
-751
-9% -$35.3K ﹤0.01% 1536
2021
Q1 		$365K Sell
7,981
-693
-8% -$29K ﹤0.01% 1657
2020
Q4 		$281K Sell
8,674
-4,189
-33% -$121K ﹤0.01% 1670
2020
Q3 		$272K Buy
+12,863
New +$268K ﹤0.01% 1479
2020
Q1 		– Sell
-9,561
Closed -$375K – 2061
2019
Q4 		$375K Sell
9,561
-84
-0.9% -$3.09K ﹤0.01% 1266
2019
Q3 		$345K Sell
9,645
-3,682
-28% -$132K ﹤0.01% 1274
2019
Q2 		$466K Buy
13,327
+1,362
+11% +$47.3K ﹤0.01% 1119
2019
Q1 		$411K Buy
11,965
+211
+2% +$7.75K ﹤0.01% 1150
2018
Q4 		$376K Sell
11,754
-253
-2% -$9.54K ﹤0.01% 1104
2018
Q3 		$550K Hold
12,007
– – ﹤0.01% 1029
2018
Q2 		$634K Buy
12,007
+164
+1% +$8.72K ﹤0.01% 957
2018
Q1 		$591K Sell
11,843
-1,121
-9% -$56.5K ﹤0.01% 1001
2017
Q4 		$621K Sell
12,964
-2,865
-18% -$136K ﹤0.01% 950
2017
Q3 		$729K Buy
15,829
+3,259
+26% +$141K ﹤0.01% 857
2017
Q2 		$556K Sell
12,570
-2,390
-16% -$100K ﹤0.01% 966
2017
Q1 		$614K Buy
14,960
+4,811
+47% +$201K ﹤0.01% 883
2016
Q4 		$417K Sell
10,149
-12,464
-55% -$458K ﹤0.01% 1019
2016
Q3 		$736K Sell
22,613
-413
-2% -$13K ﹤0.01% 720
2016
Q2 		$668K Buy
23,026
+21
+0.1% +$638 ﹤0.01% 657
2016
Q1 		$665K Buy
23,005
+79
+0.3% +$2.26K 0.01% 638
2015
Q4 		$742K Buy
22,926
+850
+4% +$27.1K 0.01% 604
2015
Q3 		$653K Hold
22,076
– – 0.01% 636
2015
Q2 		$680K Sell
22,076
-3,961
-15% -$115K 0.01% 581
2015
Q1 		$729K Buy
26,037
+12,083
+87% +$328K 0.01% 584
2014
Q4 		$378K Sell
13,954
-18,472
-57% -$467K ﹤0.01% 815
2014
Q3 		$767K Buy
32,426
+4,413
+16% +$106K 0.01% 498
2014
Q2 		$683K Sell
28,013
-32,835
-54% -$766K 0.01% 522
2014
Q1 		$1.44M Buy
60,848
+6,853
+13% +$167K 0.02% 271
2013
Q4 		$1.36M Buy
53,995
+48,421
+869% +$1.14M 0.02% 248
2013
Q3 		$129K Buy
5,574
+3,220
+137% +$73.3K ﹤0.01% 969
2013
Q2 		$48K Buy
+2,354
New +$44.6K ﹤0.01% 1405

Other funds holding SNV

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

Creative Planning's SNV Position: Q1 2026 in Review

Creative Planning sold out of Synovus (SNV) in Q1 2026, closing a stake of 118,104 shares — an estimated $5.91M sold.

Creative Planning first reported a position in SNV in Q2 2013 and held it in 49 quarters. The position peaked at $5.91M in Q4 2025. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

  • Creative Planning reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 118,104 Synovus shares in Q1 2026, an estimated $5.91M.
  • Creative Planning first reported a position in Synovus in Q2 2013 and held it in 49 quarters.
  • Creative Planning's Synovus position peaked at $5.91M in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.