JPWM
SNV

Jamison Private Wealth Management’s Synovus SNV Stock Holding History

Jamison Private Wealth 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
-4,594
Closed -$230K – 223
2025
Q4 		$230K Buy
4,594
+62
+1% +$2.98K 0.03% 195
2025
Q3 		$222K Buy
4,532
+30
+0.7% +$1.54K 0.03% 204
2025
Q2 		$233K Buy
4,502
+33
+0.7% +$1.52K 0.03% 183
2025
Q1 		$209K Sell
4,469
-5,766
-56% -$298K 0.03% 191
2024
Q4 		$524K Sell
10,235
-5,761
-36% -$299K 0.08% 144
2024
Q3 		$711K Buy
15,996
+35
+0.2% +$1.53K 0.11% 119
2024
Q2 		$641K Buy
15,961
+38
+0.2% +$1.44K 0.11% 115
2024
Q1 		$638K Buy
15,923
+11
+0.1% +$413 0.11% 123
2023
Q4 		$599K Sell
15,912
-1,054
-6% -$32.2K 0.11% 120
2023
Q3 		$472K Buy
+16,966
New +$531K 0.1% 128

Other funds holding SNV

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

Jamison Private Wealth Management's SNV Position: Q1 2026 in Review

Jamison Private Wealth Management sold out of Synovus (SNV) in Q1 2026, closing a stake of 4,594 shares — an estimated $230K sold.

Jamison Private Wealth Management first reported a position in SNV in Q3 2023 and held it in 10 quarters. The position peaked at $711K in Q3 2024. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

  • Jamison Private Wealth Management reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
  • Jamison Private Wealth Management sold 4,594 Synovus shares in Q1 2026, an estimated $230K.
  • Jamison Private Wealth Management first reported a position in Synovus in Q3 2023 and held it in 10 quarters.
  • Jamison Private Wealth Management's Synovus position peaked at $711K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

Based on Jamison Private Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.