MSWA
SNV

Marshall & Sterling Wealth Advisors’s Synovus SNV Stock Holding History

Marshall & Sterling 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
2025
Q3 		– Sell
-137
Closed -$7.09K – 681
2025
Q2 		$7.09K Buy
137
+10
+8% +$460 ﹤0.01% 413
2025
Q1 		$5.94K Buy
+127
New +$6.55K ﹤0.01% 434

Other funds holding SNV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SNV Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Synovus (SNV) in Q3 2025, closing a stake of 137 shares — an estimated $7.09K sold.

Marshall & Sterling Wealth Advisors first reported a position in SNV in Q1 2025 and held it in 2 quarters. The position peaked at $7.09K in Q2 2025. 486 funds tracked by Wall St. Rank hold SNV as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Synovus position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 137 Synovus shares in Q3 2025, an estimated $7.09K.
  • Marshall & Sterling Wealth Advisors first reported a position in Synovus in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Synovus position peaked at $7.09K in Q2 2025.
  • 486 funds tracked by Wall St. Rank held Synovus as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.