MIM
SNV

Montgomery Investment Management’s Synovus SNV Stock Holding History

Montgomery Investment 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
-46,643
Closed -$2.33M – 104
2025
Q4 		$2.33M Sell
46,643
-250
-0.5% -$12K 0.84% 29
2025
Q3 		$2.3M Sell
46,893
-100
-0.2% -$5.12K 0.81% 29
2025
Q2 		$2.43M Sell
46,993
-5,000
-10% -$230K 0.94% 27
2025
Q1 		$2.43M Buy
51,993
+9,500
+22% +$490K 0.97% 29
2024
Q4 		$2.18M Buy
42,493
+235
+0.6% +$12.2K 0.86% 30
2024
Q3 		$1.88M Hold
42,258
– – 0.68% 31
2024
Q2 		$1.7M Hold
42,258
– – 0.67% 31
2024
Q1 		$1.69M Sell
42,258
-23,374
-36% -$879K 0.65% 33
2023
Q4 		$2.47M Buy
65,632
+1,174
+2% +$35.9K 0.76% 28
2023
Q3 		$1.79M Buy
64,458
+1,400
+2% +$43.8K 0.62% 35
2023
Q2 		$1.91M Buy
63,058
+16,300
+35% +$477K 0.64% 34
2023
Q1 		$1.44M Buy
46,758
+6,200
+15% +$236K 0.51% 39
2022
Q4 		$1.52M Buy
40,558
+1,500
+4% +$59.5K 0.54% 39
2022
Q3 		$1.47M Buy
39,058
+900
+2% +$35.7K 0.6% 36
2022
Q2 		$1.38M Buy
38,158
+1,000
+3% +$41.4K 0.56% 40
2022
Q1 		$1.82M Buy
37,158
+4,450
+14% +$225K 0.62% 36
2021
Q4 		$1.57M Buy
32,708
+2,000
+7% +$94.7K 0.53% 37
2021
Q3 		$1.35M Hold
30,708
– – 0.5% 37
2021
Q2 		$1.35M Buy
30,708
+3,000
+11% +$141K 0.5% 37
2021
Q1 		$1.27M Buy
27,708
+2,000
+8% +$83.8K 0.49% 37
2020
Q4 		$832K Hold
25,708
– – 0.38% 44
2020
Q3 		$544K Sell
25,708
-10,200
-28% -$213K 0.29% 49
2020
Q2 		$737K Buy
35,908
+1,100
+3% +$21.3K 0.4% 43
2020
Q1 		$612K Buy
34,808
+2,000
+6% +$61.6K 0.4% 45
2019
Q4 		$1.29M Buy
32,808
+4,350
+15% +$160K 0.53% 43
2019
Q3 		$1.02M Buy
+28,458
New +$1.02M 0.44% 46

Other funds holding SNV

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

Montgomery Investment Management's SNV Position: Q1 2026 in Review

Montgomery Investment Management sold out of Synovus (SNV) in Q1 2026, closing a stake of 46,643 shares — an estimated $2.33M sold.

Montgomery Investment Management first reported a position in SNV in Q3 2019 and held it in 26 quarters. The position peaked at $2.47M in Q4 2023. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

  • Montgomery Investment Management reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
  • Montgomery Investment Management sold 46,643 Synovus shares in Q1 2026, an estimated $2.33M.
  • Montgomery Investment Management first reported a position in Synovus in Q3 2019 and held it in 26 quarters.
  • Montgomery Investment Management's Synovus position peaked at $2.47M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

Based on Montgomery Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.