Perigon Wealth Management’s Synovus SNV Stock Holding History

Perigon 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	-4,935	Closed	-$247K	–	1403
2025 Q4	$247K	Sell	4,935 -935	-16%	-$45K	﹤0.01%	1120
2025 Q3	$288K	Buy	+5,870	New	+$301K	0.01%	990

Other funds holding SNV

WBWA

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

Perigon Wealth Management's SNV Position: Q1 2026 in Review

Perigon Wealth Management sold out of Synovus (SNV) in Q1 2026, closing a stake of 4,935 shares — an estimated $247K sold.

Perigon Wealth Management first reported a position in SNV in Q3 2025 and held it in 2 quarters. The position peaked at $288K in Q3 2025. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

Perigon Wealth Management reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
Perigon Wealth Management sold 4,935 Synovus shares in Q1 2026, an estimated $247K.
Perigon Wealth Management first reported a position in Synovus in Q3 2025 and held it in 2 quarters.
Perigon Wealth Management's Synovus position peaked at $288K in Q3 2025.
1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.