Waypoint Wealth Counsel’s Synovus SNV Stock Holding History

Waypoint Wealth Counsel’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	-5,931	Closed	-$297K	–	283
2025 Q4	$297K	Sell	5,931 -213	-3%	-$10.2K	0.11%	184
2025 Q3	$302K	Buy	+6,144	New	+$315K	0.12%	169

Other funds holding SNV

WBWA

William B. Walkup & Associates Columbia, South Carolina $167M AUM 20.75% 1-Year Est. Return

Waypoint Wealth Counsel's SNV Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Synovus (SNV) in Q1 2026, closing a stake of 5,931 shares — an estimated $297K sold.

Waypoint Wealth Counsel first reported a position in SNV in Q3 2025 and held it in 2 quarters. The position peaked at $302K in Q3 2025. 1 fund tracked by Wall St. Rank holds SNV as of Q1 2026.

Waypoint Wealth Counsel reported no remaining Synovus position as of Q1 2026 after selling out during the quarter.
Waypoint Wealth Counsel sold 5,931 Synovus shares in Q1 2026, an estimated $297K.
Waypoint Wealth Counsel first reported a position in Synovus in Q3 2025 and held it in 2 quarters.
Waypoint Wealth Counsel's Synovus position peaked at $302K in Q3 2025.
1 fund tracked by Wall St. Rank held Synovus as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.