True Wealth Design’s Synovus SNV Stock Holding History

True Wealth Design’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	-985	Closed	-$49.3K	–	2813
2025 Q4	$49.3K	Buy	985 +122	+14%	+$5.87K	0.01%	337
2025 Q3	$42.4K	Buy	863 +818	+1,818%	+$41.9K	0.01%	364
2025 Q2	$2.33K	Sell	45 -796	-95%	-$36.6K	﹤0.01%	1120
2025 Q1	$39.3K	Buy	841 +690	+457%	+$35.6K	0.02%	242
2024 Q4	$7.74K	Sell	151 -6	-4%	-$311	﹤0.01%	462
2024 Q3	$6.98K	Buy	+157	New	+$6.87K	﹤0.01%	494

Other funds holding SNV

WBWA

William B. Walkup & Associates Columbia, South Carolina $208M AUM 37.34% 1-Year Est. Return

True Wealth Design's SNV Position: Q1 2026 in Review

True Wealth Design sold out of Synovus (SNV) in Q1 2026, closing a stake of 985 shares — an estimated $49.3K sold.

True Wealth Design first reported a position in SNV in Q3 2024 and held it in 6 quarters. The position peaked at $49.3K in Q4 2025. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

True Wealth Design reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 985 Synovus shares in Q1 2026, an estimated $49.3K.
True Wealth Design first reported a position in Synovus in Q3 2024 and held it in 6 quarters.
True Wealth Design's Synovus position peaked at $49.3K in Q4 2025.
1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.