Root Financial Partners’s Synovus SNV Stock Holding History

Root Financial Partners’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	-460	Closed	-$23K	–	3543
2025 Q4	$23K	Buy	460 +5	+1%	+$240	﹤0.01%	1111
2025 Q3	$22.3K	Buy	+455	New	+$23.3K	﹤0.01%	1062

Other funds holding SNV

WBWA

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

Root Financial Partners's SNV Position: Q1 2026 in Review

Root Financial Partners sold out of Synovus (SNV) in Q1 2026, closing a stake of 460 shares — an estimated $23K sold.

Root Financial Partners first reported a position in SNV in Q3 2025 and held it in 2 quarters. The position peaked at $23K in Q4 2025. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

Root Financial Partners reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 460 Synovus shares in Q1 2026, an estimated $23K.
Root Financial Partners first reported a position in Synovus in Q3 2025 and held it in 2 quarters.
Root Financial Partners's Synovus position peaked at $23K in Q4 2025.
1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.