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Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

SNV holding history

Synovus Financial Corp in every 13F filed by Confluence Wealth Services, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SNV overviewAll 13F holders of SNVFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2023
Holdings of SNV by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−8,142−100.0%Sold outHolders
Q1 20258,142$345.8K<0.1%−86−1.0%ReducedHolders
Q4 20248,228$453.9K<0.1%−321−3.8%ReducedHolders
Q3 20248,549$380.2K<0.1%−720−7.8%ReducedHolders
Q2 20249,269$372.5K<0.1%−1,879−16.9%ReducedHolders
Q1 202411,148$446.6K<0.1%−4,237−27.5%ReducedHolders
Q4 202315,385$579.2K0.1%−645−4.0%ReducedHolders
Q3 202316,030$445.6K0.1%+2,976+22.8%AddedHolders
Q2 202313,054$394.9K0.1%+5,942+83.5%AddedHolders
Q1 20237,112$219.3K0.1%+7,112NewHolders