Instrumental Wealth’s Synovus SNV Stock Holding History

Instrumental 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
2025 Q4	–	Sell	-8,619	Closed	-$381K	–	81
2025 Q3	$381K	Buy	8,619 +61	+0.7%	+$3.13K	0.27%	42
2025 Q2	$450K	Buy	+8,558	New	+$393K	0.36%	31

Other funds holding SNV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Instrumental Wealth's SNV Position: Q4 2025 in Review

Instrumental Wealth sold out of Synovus (SNV) in Q4 2025, closing a stake of 8,619 shares — an estimated $381K sold.

Instrumental Wealth first reported a position in SNV in Q2 2025 and held it in 2 quarters. The position peaked at $450K in Q2 2025. 452 funds tracked by Wall St. Rank hold SNV as of Q4 2025.

Instrumental Wealth reported no remaining Synovus position as of Q4 2025 after selling out during the quarter.
Instrumental Wealth sold 8,619 Synovus shares in Q4 2025, an estimated $381K.
Instrumental Wealth first reported a position in Synovus in Q2 2025 and held it in 2 quarters.
Instrumental Wealth's Synovus position peaked at $450K in Q2 2025.
452 funds tracked by Wall St. Rank held Synovus as of Q4 2025.

Based on Instrumental Wealth's 13F filing for Q4 2025, filed 27 Feb 2026.