VFA
SNV

Values First Advisors’s Synovus SNV Stock Holding History

Values First 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
Q1 		– Sell
-48,846
Closed -$2.5M – 223
2024
Q4 		$2.5M Sell
48,846
-3,344
-6% -$173K 1.38% 11
2024
Q3 		$2.32M Buy
52,190
+555
+1% +$24.3K 1.26% 17
2024
Q2 		$2.08M Sell
51,635
-10,750
-17% -$407K 1.24% 18
2024
Q1 		$2.5M Buy
62,385
+240
+0.4% +$9.02K 1.46% 14
2023
Q4 		$2.34M Buy
62,145
+1,735
+3% +$53K 1.41% 15
2023
Q3 		$1.68M Buy
60,410
+28
+0% +$876 1.09% 26
2023
Q2 		$1.83M Buy
60,382
+19,895
+49% +$582K 1.1% 26
2023
Q1 		$1.25M Sell
40,487
-1,468
-3% -$55.9K 0.79% 37
2022
Q4 		$1.58M Sell
41,955
-1,273
-3% -$50.5K 1.1% 26
2022
Q3 		$1.62M Sell
43,228
-785
-2% -$31.1K 1.17% 24
2022
Q2 		$1.59M Sell
44,013
-9,252
-17% -$383K 1.13% 27
2022
Q1 		$2.61M Buy
53,265
+1,239
+2% +$62.7K 1.65% 9
2021
Q4 		$2.49M Sell
52,026
-5,602
-10% -$265K 1.48% 14
2021
Q3 		$2.53M Buy
57,628
+1,282
+2% +$54.2K 1.64% 10
2021
Q2 		$2.47M Sell
56,346
-14,284
-20% -$671K 1.68% 5
2021
Q1 		$3.23M Buy
70,630
+1,910
+3% +$80K 2.39% 3
2020
Q4 		$2.22M Buy
68,720
+220
+0.3% +$6.36K 1.77% 6
2020
Q3 		$1.45M Buy
68,500
+2,070
+3% +$43.1K 1.33% 18
2020
Q2 		$1.36M Buy
66,430
+27,723
+72% +$536K 1.35% 18
2020
Q1 		$680K Buy
38,707
+2,102
+6% +$64.8K 0.82% 46
2019
Q4 		$1.44M Buy
+36,605
New +$1.34M 1.39% 26

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Values First Advisors's SNV Position: Q1 2025 in Review

Values First Advisors sold out of Synovus (SNV) in Q1 2025, closing a stake of 48,846 shares — an estimated $2.5M sold.

Values First Advisors first reported a position in SNV in Q4 2019 and held it in 21 quarters. The position peaked at $3.23M in Q1 2021. 478 funds tracked by Wall St. Rank hold SNV as of Q1 2025.

  • Values First Advisors reported no remaining Synovus position as of Q1 2025 after selling out during the quarter.
  • Values First Advisors sold 48,846 Synovus shares in Q1 2025, an estimated $2.5M.
  • Values First Advisors first reported a position in Synovus in Q4 2019 and held it in 21 quarters.
  • Values First Advisors's Synovus position peaked at $3.23M in Q1 2021.
  • 478 funds tracked by Wall St. Rank held Synovus as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.