Integrated Wealth Concepts’s Synovus SNV Stock Holding History

Integrated Wealth Concepts’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	-8,080	Closed	-$404K	–	2318
2025 Q4	$404K	Sell	8,080 -392	-5%	-$18.8K	﹤0.01%	1184
2025 Q3	$416K	Buy	8,472 +4,209	+99%	+$216K	﹤0.01%	1450
2025 Q2	$221K	Buy	+4,263	New	+$196K	﹤0.01%	1713

Other funds holding SNV

WBWA

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

Integrated Wealth Concepts's SNV Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of Synovus (SNV) in Q1 2026, closing a stake of 8,080 shares — an estimated $404K sold.

Integrated Wealth Concepts first reported a position in SNV in Q2 2025 and held it in 3 quarters. The position peaked at $416K in Q3 2025. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

Integrated Wealth Concepts reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
Integrated Wealth Concepts sold 8,080 Synovus shares in Q1 2026, an estimated $404K.
Integrated Wealth Concepts first reported a position in Synovus in Q2 2025 and held it in 3 quarters.
Integrated Wealth Concepts's Synovus position peaked at $416K in Q3 2025.
1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

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