VWM
SNV

Venturi Wealth Management’s Synovus SNV Stock Holding History

Venturi 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
2025
Q1 		– Sell
-578
Closed -$29.6K – 1625
2024
Q4 		$29.6K Buy
578
+18
+3% +$933 ﹤0.01% 1171
2024
Q3 		$24.9K Hold
560
– – ﹤0.01% 961
2024
Q2 		$22.5K Buy
560
+57
+11% +$2.16K ﹤0.01% 904
2024
Q1 		$20.2K Buy
503
+214
+74% +$8.04K ﹤0.01% 741
2023
Q4 		$10.9K Sell
289
-1,446
-83% -$44.2K ﹤0.01% 861
2023
Q3 		$48.2K Buy
+1,735
New +$54.3K ﹤0.01% 474
2023
Q2 		– Sell
-104
Closed -$3.21K – 1240
2023
Q1 		$3.21K Buy
+104
New +$3.96K ﹤0.01% 919

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

Venturi Wealth Management's SNV Position: Q1 2025 in Review

Venturi Wealth Management sold out of Synovus (SNV) in Q1 2025, closing a stake of 578 shares — an estimated $29.6K sold.

Venturi Wealth Management first reported a position in SNV in Q1 2023 and held it in 7 quarters. The position peaked at $48.2K in Q3 2023. 478 funds tracked by Wall St. Rank hold SNV as of Q1 2025.

  • Venturi Wealth Management reported no remaining Synovus position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 578 Synovus shares in Q1 2025, an estimated $29.6K.
  • Venturi Wealth Management first reported a position in Synovus in Q1 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Synovus position peaked at $48.2K in Q3 2023.
  • 478 funds tracked by Wall St. Rank held Synovus as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.