MONTGOMERY INVESTMENT MANAGEMENT INC reported SYNOVUS FINL CORP (SNV) in 26 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.97% in 2025 Q1. The latest visible filing shows SNV at 0.84% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was MONTGOMERY INVESTMENT MANAGEMENT INC's position in SYNOVUS FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
SNV was reported at 0.84% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
These are the practical questions this page is built to answer before you even open the full history table.
MONTGOMERY INVESTMENT MANAGEMENT INC reported SNV across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.
The largest reported portfolio weight for SNV was 0.97% in 2025 Q1.
The most recent filing on this page is 2025 Q4, when MONTGOMERY INVESTMENT MANAGEMENT INC reported 46,643 shares, equal to 0.84% of portfolio, with an estimated market value of $2.3M.
The chart compares MONTGOMERY INVESTMENT MANAGEMENT INC's quarterly SNV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.
Based on 13F filing dates vs. subsequent SNV price moves, MONTGOMERY INVESTMENT MANAGEMENT INC correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on SNV relative to SPY over the holding period was -15.3%.