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Synovus Financial Portfolio holdings
AUM
$8.74B
Turnover
10.47%
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
(+7%)
Cap. Flow
+$124M
Cap. Flow % of AUM
Cap. Flow %
1.42%
Top 10 Holdings %
Top 10 Hldgs %
42.19%
Holding
974
New
65
Increased
422
Reduced
368
Closed
37
Avg Time Held
5.7
years
Top 10 Avg Time Held
6.8
years
Top 20 Avg Time Held
5.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$20.1M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$10.6M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$9.7M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$8.07M |
| 5 |
Microsoft
MSFT
|
+$7.67M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
|
+$10.4M |
| 2 |
Coca-Cola
KO
|
+$5.28M |
| 3 |
Global Payments
GPN
|
+$5.18M |
| 4 |
Synopsys
SNPS
|
+$4.88M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$4.61M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 44.22% |
| 2 | Technology | 11.67% |
| 3 | Industrials | 11.04% |
| 4 | Financials | 9.44% |
| 5 | Consumer Staples | 7.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
iShares Russell 1000 Value ETF
IWD
$84.5B
| $660M | 7.55% |
3,240,013
+3,839
| +0.1% | +$764K |
2013 Q2
49 quarters
|
|
|
2
Global Payments
GPN
$22.1B
| $636M | 7.28% |
7,653,761
-61,518
| -0.8% | -$5.18M |
2018 Q1
30 quarters
|
|
3
iShares Russell 1000 Growth ETF
IWF
$127B
| $569M | 6.51% |
4,856,288
-1,844
| -0% | -$205K |
2013 Q2
49 quarters
|
|
|
4
Coca-Cola
KO
$399B
| $502M | 5.74% |
7,563,920
-76,660
| -1% | -$5.28M |
2013 Q2
49 quarters
|
|
|
5
State Street SPDR S&P 500 ETF Trust
SPY
$824B
| $300M | 3.43% |
449,982
+12,596
| +3% | +$8.07M |
2013 Q2
49 quarters
|
|
6
DELISTED
Synovus
SNV
| $261M | 2.98% |
5,308,777
-5,522
| -0.1% | -$283K |
2013 Q2
49 quarters
|
|
7
Apple
AAPL
$5.02T
| $214M | 2.45% |
839,520
-7,524
| -0.9% | -$1.7M |
2013 Q2
49 quarters
|
|
|
8
Microsoft
MSFT
$3.96T
| $191M | 2.19% |
369,234
+15,035
| +4% | +$7.67M |
2013 Q2
49 quarters
|
|
9
Vanguard FTSE Developed Markets ETF
VEA
$230B
| $180M | 2.06% |
3,008,694
+20,300
| +0.7% | +$1.18M |
2017 Q4
31 quarters
|
|
10
NVIDIA
NVDA
$5.36T
| $176M | 2.02% |
944,678
-13,323
| -1% | -$2.32M |
2016 Q1
38 quarters
|
|
11
Southern Company
SO
$104B
| $160M | 1.83% |
1,688,686
-2,467
| -0.1% | -$230K |
2013 Q2
49 quarters
|
|
12
iShares MSCI USA Quality Factor ETF
QUAL
$48.8B
| $144M | 1.65% |
742,905
+2,175
| +0.3% | +$408K |
2018 Q1
30 quarters
|
|
13
iShares Russell 2000 ETF
IWM
$79.3B
| $141M | 1.62% |
584,336
+6,061
| +1% | +$1.39M |
2013 Q2
49 quarters
|
|
|
14
Invesco S&P 500 Equal Weight ETF
RSP
$100B
| $129M | 1.48% |
680,638
+56,823
| +9% | +$10.6M |
2018 Q1
30 quarters
|
|
15
Aflac
AFL
$60.2B
| $123M | 1.41% |
1,104,430
+1,921
| +0.2% | +$202K |
2013 Q2
49 quarters
|
|
16
iShares Russell Mid-Cap ETF
IWR
$57.2B
| $108M | 1.24% |
1,122,081
+17,086
| +2% | +$1.62M |
2013 Q2
49 quarters
|
|
17
JPMorgan Chase
JPM
$890B
| $96.7M | 1.11% |
306,472
+11,796
| +4% | +$3.51M |
2013 Q2
49 quarters
|
|
18
Alphabet (Google) Class A
GOOGL
$4.09T
| $88.9M | 1.02% |
365,515
+2,906
| +0.8% | +$609K |
2015 Q4
39 quarters
|
|
19
Amazon
AMZN
$2.83T
| $82.3M | 0.94% |
374,753
+2,174
| +0.6% | +$492K |
2013 Q2
49 quarters
|
|
20
Eli Lilly
LLY
$1.13T
| $76.8M | 0.88% |
100,668
-1,390
| -1% | -$1.03M |
2013 Q2
49 quarters
|
|
21
Broadcom
AVGO
$1.61T
| $73.4M | 0.84% |
222,319
-3,037
| -1% | -$932K |
2015 Q3
40 quarters
|
|
22
SPDR Gold Trust
GLD
$140B
| $69.9M | 0.8% |
196,558
-415
| -0.2% | -$132K |
2013 Q2
49 quarters
|
|
23
Home Depot
HD
$313B
| $68.2M | 0.78% |
168,198
+4,813
| +3% | +$1.89M |
2013 Q2
49 quarters
|
|
24
BlackRock Flexible Income ETF
BINC
$16.5B
| $64.1M | 0.73% |
1,203,741
+62,421
| +5% | +$3.3M |
2025 Q1
2 quarters
|
|
|
25
iShares Core S&P Small-Cap ETF
IJR
$103B
| $64M | 0.73% |
538,538
-40,127
| -7% | -$4.61M |
2013 Q3
48 quarters
|
|
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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 Miscellaneous at 44% of assets, up from 43% a quarter earlier, followed by Technology and Industrials.
- 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.