Forum Financial Management’s Synovus SNV Stock Holding History

Forum Financial Management’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	-5,454	Closed	-$273K	–	889
2025 Q4	$273K	Sell	5,454 -1	-0%	-$48	﹤0.01%	799
2025 Q3	$268K	Buy	5,455 +1	+0%	+$51	﹤0.01%	801
2025 Q2	$282K	Buy	5,454 +488	+10%	+$22.4K	﹤0.01%	705
2025 Q1	$232K	Buy	4,966 +5	+0.1%	+$258	﹤0.01%	742
2024 Q4	$254K	Buy	+4,961	New	+$257K	﹤0.01%	718
2022 Q2	–	Sell	-4,321	Closed	-$211K	–	642
2022 Q1	$211K	Hold	4,321	–	–	0.01%	546
2021 Q4	$207K	Buy	+4,321	New	+$205K	0.01%	610

Other funds holding SNV

WBWA

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

Forum Financial Management's SNV Position: Q1 2026 in Review

Forum Financial Management sold out of Synovus (SNV) in Q1 2026, closing a stake of 5,454 shares — an estimated $273K sold.

Forum Financial Management first reported a position in SNV in Q4 2021 and held it in 7 quarters. The position peaked at $282K in Q2 2025. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

Forum Financial Management reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 5,454 Synovus shares in Q1 2026, an estimated $273K.
Forum Financial Management first reported a position in Synovus in Q4 2021 and held it in 7 quarters.
Forum Financial Management's Synovus position peaked at $282K in Q2 2025.
1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.