Pathstone Family Office’s Synovus SNV Stock Holding History

Pathstone Family Office’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
2023 Q3	$313K	Buy	11,271 +2,098	+23%	+$65.6K	﹤0.01%	1290
2023 Q2	$256K	Buy	9,173 +169	+2%	+$4.94K	﹤0.01%	1036
2023 Q1	$285K	Sell	9,004 -21,300	-70%	-$811K	﹤0.01%	934
2022 Q4	$916K	Buy	30,304 +5,013	+20%	+$199K	0.01%	828
2022 Q3	$948K	Buy	25,291 +15,991	+172%	+$634K	0.01%	767
2022 Q2	$336K	Buy	+9,300	New	+$385K	0.01%	741
2019 Q2	–	Sell	-62	Closed	-$2K	–	868
2019 Q1	$2K	Hold	62	–	–	﹤0.01%	803
2018 Q4	$2K	Buy	+62	New	+$2.34K	﹤0.01%	478

Other funds holding SNV

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

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

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pathstone Family Office's SNV Position: Q3 2023 in Review

Pathstone Family Office increased its Synovus (SNV) stake by 23% in Q3 2023, buying an estimated $65.6K and bringing the position to 11,271 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Pathstone Family Office first reported a position in SNV in Q4 2018 and has held it in 8 quarters since. The position peaked at $948K in Q3 2022. 371 funds tracked by Wall St. Rank hold SNV as of Q3 2023.

Pathstone Family Office held 11,271 shares of Synovus worth $313K as of Q3 2023.
Pathstone Family Office bought 2,098 Synovus shares in Q3 2023, an estimated $65.6K.
Synovus made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1290 holding.
Pathstone Family Office first reported a position in Synovus in Q4 2018 and has held it in 8 quarters since.
Pathstone Family Office's Synovus position peaked at $948K in Q3 2022.
371 funds tracked by Wall St. Rank held Synovus as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.