SWM
SNV

Sugarloaf Wealth Management’s Synovus SNV Stock Holding History

Sugarloaf 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
2024
Q4 		$550K Hold
10,737
– – 0.1% 85
2024
Q3 		$477K Hold
10,737
– – 0.09% 97
2024
Q2 		$432K Hold
10,737
– – 0.09% 99
2024
Q1 		$430K Sell
10,737
-471
-4% -$17.7K 0.09% 99
2023
Q4 		$422K Sell
11,208
-24
-0.2% -$734 0.1% 93
2023
Q3 		$312K Hold
11,232
– – 0.08% 98
2023
Q2 		$340K Hold
11,232
– – 0.08% 95
2023
Q1 		$346K Hold
11,232
– – 0.09% 98
2022
Q4 		$422K Hold
11,232
– – 0.11% 83
2022
Q3 		$422K Hold
11,232
– – 0.11% 84
2022
Q2 		$405K Hold
11,232
– – 0.1% 82
2022
Q1 		$550K Buy
11,232
+54
+0.5% +$2.73K 0.13% 68
2021
Q4 		$535K Hold
11,178
– – 0.13% 68
2021
Q3 		$491K Hold
11,178
– – 0.13% 67
2021
Q2 		$490K Hold
11,178
– – 0.13% 70
2021
Q1 		$511 Sell
11,178
-297
-3% -$12.4K 0.15% 67
2020
Q4 		$371K Hold
11,475
– – 0.12% 79
2020
Q3 		$243K Hold
11,475
– – 0.09% 94
2020
Q2 		$236K Hold
11,475
– – 0.09% 94
2020
Q1 		$202K Hold
11,475
– – 0.09% 101
2019
Q4 		$450K Buy
+11,475
New +$422K 0.19% 80

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's SNV Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Synovus (SNV) position steady in Q4 2024 at 10,737 shares worth $550K. The position accounts for 0.1% of the portfolio, ranked #85.

Sugarloaf Wealth Management first reported a position in SNV in Q4 2019 and has held it in 21 quarters since. 458 funds tracked by Wall St. Rank hold SNV as of Q4 2024.

  • Sugarloaf Wealth Management held 10,737 shares of Synovus worth $550K as of Q4 2024.
  • Sugarloaf Wealth Management left its Synovus share count unchanged in Q4 2024.
  • Synovus made up 0.1% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #85 holding.
  • Sugarloaf Wealth Management first reported a position in Synovus in Q4 2019 and has held it in 21 quarters since.
  • 458 funds tracked by Wall St. Rank held Synovus as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.