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Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
This Quarter Est. Return
+6.37%
1 Year Est. Return
+12.78%
3 Year Est. Return
+68.37%
5 Year Est. Return
+75.37%
10 Year Est. Return
+242.26%
AUM
$8.74B
AUM Growth
+$569M
Cap. Flow
+$124M
Cap. Flow %
1.42%
Top 10 Hldgs %
42.19%
Holding
974
New
65
Increased
422
Reduced
368
Closed
37

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10.6M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.07M
5
MSFT icon
Microsoft
MSFT
+$7.67M

Top Sells

Rank Stock Value
1
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$10.4M
2
KO icon
Coca-Cola
KO
+$5.28M
3
GPN icon
Global Payments
GPN
+$5.18M
4
SNPS icon
Synopsys
SNPS
+$4.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.61M

Sector Composition

Rank Sector Weight
1 Technology 11.67%
2 Industrials 11.04%
3 Financials 9.44%
4 Consumer Staples 7.65%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWD icon
1
iShares Russell 1000 Value ETF
IWD
$81.7B
$660M 7.55%
3,240,013
+3,839
+0.1% +$764K
GPN icon
2
Global Payments
GPN
$22.5B
$636M 7.28%
7,653,761
-61,518
-0.8% -$5.18M
IWF icon
3
iShares Russell 1000 Growth ETF
IWF
$125B
$569M 6.51%
4,856,288
-1,844
-0% -$205K
KO icon
4
Coca-Cola
KO
$353B
$502M 5.74%
7,563,920
-76,660
-1% -$5.28M
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$300M 3.43%
449,982
+12,596
+3% +$8.07M
SNV
6
DELISTED
Synovus
SNV
$261M 2.98%
5,308,777
-5,522
-0.1% -$283K
AAPL icon
7
Apple
AAPL
$4.81T
$214M 2.45%
839,520
-7,524
-0.9% -$1.7M
MSFT icon
8
Microsoft
MSFT
$2.95T
$191M 2.19%
369,234
+15,035
+4% +$7.67M
VEA icon
9
Vanguard FTSE Developed Markets ETF
VEA
$228B
$180M 2.06%
3,008,694
+20,300
+0.7% +$1.18M
NVDA icon
10
NVIDIA
NVDA
$5.02T
$176M 2.02%
944,678
-13,323
-1% -$2.32M
SO icon
11
Southern Company
SO
$106B
$160M 1.83%
1,688,686
-2,467
-0.1% -$230K
QUAL icon
12
iShares MSCI USA Quality Factor ETF
QUAL
$46.1B
$144M 1.65%
742,905
+2,175
+0.3% +$408K
IWM icon
13
iShares Russell 2000 ETF
IWM
$82.4B
$141M 1.62%
584,336
+6,061
+1% +$1.39M
RSP icon
14
Invesco S&P 500 Equal Weight ETF
RSP
$95.7B
$129M 1.48%
680,638
+56,823
+9% +$10.6M
AFL icon
15
Aflac
AFL
$62.9B
$123M 1.41%
1,104,430
+1,921
+0.2% +$202K
IWR icon
16
iShares Russell Mid-Cap ETF
IWR
$56.8B
$108M 1.24%
1,122,081
+17,086
+2% +$1.62M
JPM icon
17
JPMorgan Chase
JPM
$901B
$96.7M 1.11%
306,472
+11,796
+4% +$3.51M
GOOGL icon
18
Alphabet (Google) Class A
GOOGL
$4.24T
$88.9M 1.02%
365,515
+2,906
+0.8% +$609K
AMZN icon
19
Amazon
AMZN
$2.66T
$82.3M 0.94%
374,753
+2,174
+0.6% +$492K
LLY icon
20
Eli Lilly
LLY
$1.02T
$76.8M 0.88%
100,668
-1,390
-1% -$1.03M
AVGO icon
21
Broadcom
AVGO
$1.84T
$73.4M 0.84%
222,319
-3,037
-1% -$932K
GLD icon
22
SPDR Gold Trust
GLD
$132B
$69.9M 0.8%
196,558
-415
-0.2% -$132K
HD icon
23
Home Depot
HD
$332B
$68.2M 0.78%
168,198
+4,813
+3% +$1.89M
BINC icon
24
BlackRock Flexible Income ETF
BINC
$16.1B
$64.1M 0.73%
1,203,741
+62,421
+5% +$3.3M
IJR icon
25
iShares Core S&P Small-Cap ETF
IJR
$110B
$64M 0.73%
538,538
-40,127
-7% -$4.61M
1
2 3 4 5

Similar funds

WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return

Synovus Financial's Q3 2025 Portfolio in Review

As of Q3 2025, Synovus Financial held 974 positions worth $8.74B, up 7% from $8.17B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Synovus Financial's Q3 2025 filing shows 65 new, 422 increased, 368 reduced and 37 closed positions. Its largest new stake was Avantis International Equity ETF: 96,007 shares worth $7.57M. The largest sale was FT Vest S&P 500 Dividend Aristocrats Target Income ETF, an estimated $10.4M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Industrials and Financials.

  • Synovus Financial's largest Q3 2025 buy was Avantis International Equity ETF: 96,007 shares worth $7.57M.
  • Synovus Financial added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $20.1M increase.
  • Synovus Financial's biggest Q3 2025 reduction was FT Vest S&P 500 Dividend Aristocrats Target Income ETF, cutting an estimated $10.4M.
  • Synovus Financial fully exited Invesco S&P 500 BuyWrite ETF in Q3 2025, selling an estimated $4.26M.
  • Synovus Financial's ten largest holdings make up 42% of its $8.74B portfolio in Q3 2025.
  • Synovus Financial opened 65 new positions and closed 37 in Q3 2025.
  • Synovus Financial's portfolio value rose 7% quarter-over-quarter to $8.74B.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.