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Synovus Financial’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Synovus Financial’s Portfolio LDP Stock Details LDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.56M Sell
164,276
-5,967
-4% -$128K 0.04% 260
2025
Q2 		$3.57M Buy
170,243
+3,565
+2% +$71.5K 0.04% 242
2025
Q1 		$3.39M Buy
166,678
+2,265
+1% +$46.7K 0.04% 248
2024
Q4 		$3.32M Buy
164,413
+405
+0.2% +$8.54K 0.04% 259
2024
Q3 		$3.57M Buy
164,008
+590
+0.4% +$11.9K 0.04% 270
2024
Q2 		$3.25M Sell
163,418
-9,345
-5% -$183K 0.04% 262
2024
Q1 		$3.47M Sell
172,763
-12,421
-7% -$241K 0.05% 248
2023
Q4 		$3.41M Buy
185,184
+69,865
+61% +$1.24M 0.05% 229
2023
Q3 		$1.97M Sell
115,319
-3,647
-3% -$65K 0.02% 341
2023
Q2 		$2.17M Buy
118,966
+11,452
+11% +$201K 0.02% 327
2023
Q1 		$1.92M Buy
107,514
+18,662
+21% +$368K 0.02% 340
2022
Q4 		$1.69M Buy
88,852
+40,134
+82% +$754K 0.02% 366
2022
Q3 		$880K Buy
48,718
+175
+0.4% +$3.55K 0.01% 453
2022
Q2 		$962K Buy
48,543
+6,570
+16% +$137K 0.01% 438
2022
Q1 		$963K Buy
41,973
+3,893
+10% +$91.8K 0.01% 448
2021
Q4 		$1.01M Sell
38,080
-1,484
-4% -$40.1K 0.01% 452
2021
Q3 		$1.08M Sell
39,564
-2,188
-5% -$59.4K 0.01% 422
2021
Q2 		$1.14M Buy
41,752
+4,501
+12% +$120K 0.01% 403
2021
Q1 		$972K Buy
37,251
+4,348
+13% +$111K 0.01% 394
2020
Q4 		$875K Sell
32,903
-8,267
-20% -$203K 0.01% 400
2020
Q3 		$963K Sell
41,170
-2,535
-6% -$59.7K 0.01% 361
2020
Q2 		$983K Sell
43,705
-973
-2% -$21.8K 0.01% 330
2020
Q1 		$918K Buy
44,678
+9,875
+28% +$244K 0.01% 382
2019
Q4 		$911K Buy
34,803
+7,271
+26% +$189K 0.01% 355
2019
Q3 		$705K Buy
27,532
+17,721
+181% +$447K 0.01% 390
2019
Q2 		$245K Buy
+9,811
New +$238K ﹤0.01% 571

Other funds holding LDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Synovus Financial's LDP Position: Q3 2025 in Review

Synovus Financial reduced its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 3.5% in Q3 2025, selling an estimated $128K and leaving 164,276 shares worth $3.56M. The position accounts for 0.04% of the portfolio, ranked #260.

Synovus Financial first reported a position in LDP in Q2 2019 and has held it in 26 quarters since. The position peaked at $3.57M in Q2 2025. 75 funds tracked by Wall St. Rank hold LDP as of Q3 2025.

  • Synovus Financial held 164,276 shares of Cohen & Steers Duration Preferred & Income Fund worth $3.56M as of Q3 2025.
  • Synovus Financial sold 5,967 Cohen & Steers Duration Preferred & Income Fund shares in Q3 2025, an estimated $128K.
  • Cohen & Steers Duration Preferred & Income Fund made up 0.04% of Synovus Financial's portfolio in Q3 2025, its #260 holding.
  • Synovus Financial first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q2 2019 and has held it in 26 quarters since.
  • Synovus Financial's Cohen & Steers Duration Preferred & Income Fund position peaked at $3.57M in Q2 2025.
  • 75 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.