TA
SNV

TruWealth Advisors’s Synovus SNV Stock Holding History

TruWealth Advisors’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
2025
Q3 		– Sell
-450,162
Closed -$23.3M – 189
2025
Q2 		$23.3M Buy
450,162
+186,281
+71% +$8.56M 1.28% 28
2025
Q1 		$12.3M Buy
263,881
+22,821
+9% +$1.18M 0.74% 42
2024
Q4 		$12.3M Buy
+241,060
New +$12.5M 0.74% 40

Other funds holding SNV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TruWealth Advisors's SNV Position: Q3 2025 in Review

TruWealth Advisors sold out of Synovus (SNV) in Q3 2025, closing a stake of 450,162 shares — an estimated $23.3M sold.

TruWealth Advisors first reported a position in SNV in Q4 2024 and held it in 3 quarters. The position peaked at $23.3M in Q2 2025. 486 funds tracked by Wall St. Rank hold SNV as of Q3 2025.

  • TruWealth Advisors reported no remaining Synovus position as of Q3 2025 after selling out during the quarter.
  • TruWealth Advisors sold 450,162 Synovus shares in Q3 2025, an estimated $23.3M.
  • TruWealth Advisors first reported a position in Synovus in Q4 2024 and held it in 3 quarters.
  • TruWealth Advisors's Synovus position peaked at $23.3M in Q2 2025.
  • 486 funds tracked by Wall St. Rank held Synovus as of Q3 2025.

Based on TruWealth Advisors's 13F filing for Q3 2025, filed 6 Oct 2025.