EP Wealth Advisors’s Synovus SNV Stock Holding History

EP Wealth Advisors’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	-7,827	Closed	-$392K	–	1586
2025 Q4	$392K	Buy	+7,827	New	+$376K	﹤0.01%	990
2025 Q2	$399K	Sell	7,717 -308	-4%	-$14.2K	﹤0.01%	880
2025 Q1	$375K	Buy	8,025 +2,002	+33%	+$103K	﹤0.01%	816
2024 Q4	$309K	Buy	6,023 +588	+11%	+$30.5K	﹤0.01%	860
2024 Q3	$242K	Buy	+5,435	New	+$238K	﹤0.01%	953

Other funds holding SNV

WBWA

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

EP Wealth Advisors's SNV Position: Q1 2026 in Review

EP Wealth Advisors sold out of Synovus (SNV) in Q1 2026, closing a stake of 7,827 shares — an estimated $392K sold.

EP Wealth Advisors first reported a position in SNV in Q3 2024 and held it in 5 quarters. The position peaked at $399K in Q2 2025. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

EP Wealth Advisors reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 7,827 Synovus shares in Q1 2026, an estimated $392K.
EP Wealth Advisors first reported a position in Synovus in Q3 2024 and held it in 5 quarters.
EP Wealth Advisors's Synovus position peaked at $399K in Q2 2025.
1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.