WA
SNV

Whipplewood Advisors’s Synovus SNV Stock Holding History

Whipplewood 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
-13
Closed -$673 – 1026
2025
Q2 		$673 Sell
13
-355
-96% -$16.3K ﹤0.01% 1087
2025
Q1 		$608 Buy
368
+345
+1,500% +$17.8K ﹤0.01% 1104
2024
Q4 		$1.18K Buy
+23
New +$1.19K ﹤0.01% 992

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

Whipplewood Advisors's SNV Position: Q3 2025 in Review

Whipplewood Advisors sold out of Synovus (SNV) in Q3 2025, closing a stake of 13 shares — an estimated $673 sold.

Whipplewood Advisors first reported a position in SNV in Q4 2024 and held it in 3 quarters. The position peaked at $1.18K in Q4 2024. 486 funds tracked by Wall St. Rank hold SNV as of Q3 2025.

  • Whipplewood Advisors reported no remaining Synovus position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 13 Synovus shares in Q3 2025, an estimated $673.
  • Whipplewood Advisors first reported a position in Synovus in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Synovus position peaked at $1.18K in Q4 2024.
  • 486 funds tracked by Wall St. Rank held Synovus as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.