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Synovus Financial’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Synovus Financial’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$779K Sell
7,821
-122
-2% -$11.8K 0.01% 573
2025
Q2 		$724K Buy
7,943
+518
+7% +$44.6K 0.01% 570
2025
Q1 		$647K Buy
7,425
+23
+0.3% +$2.16K 0.01% 593
2024
Q4 		$715K Buy
7,402
+19
+0.3% +$1.89K 0.01% 551
2024
Q3 		$708K Buy
7,383
+22
+0.3% +$2.06K 0.01% 592
2024
Q2 		$660K Sell
7,361
-532
-7% -$48.2K 0.01% 555
2024
Q1 		$740K Sell
7,893
-897
-10% -$79.4K 0.01% 527
2023
Q4 		$790K Sell
8,790
-71
-0.8% -$5.68K 0.01% 483
2023
Q3 		$691K Sell
8,861
-763
-8% -$61.3K 0.01% 521
2023
Q2 		$747K Sell
9,624
-82
-0.8% -$6.03K 0.01% 505
2023
Q1 		$719K Sell
9,706
-2,811
-22% -$220K 0.01% 520
2022
Q4 		$933K Buy
12,517
+431
+4% +$32.4K 0.01% 475
2022
Q3 		$800K Buy
12,086
+4,808
+66% +$351K 0.01% 474
2022
Q2 		$497K Buy
7,278
+3,617
+99% +$274K 0.01% 589
2022
Q1 		$292K Buy
3,661
+509
+16% +$40.3K ﹤0.01% 744
2021
Q4 		$252K Buy
3,152
+498
+19% +$39.7K ﹤0.01% 779
2021
Q3 		$201K Sell
2,654
-1,142
-30% -$84.6K ﹤0.01% 809
2021
Q2 		$288K Buy
3,796
+6
+0.2% +$453 ﹤0.01% 728
2021
Q1 		$274K Buy
+3,790
New +$254K ﹤0.01% 667

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Synovus Financial's AVUV Position: Q3 2025 in Review

Synovus Financial reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.5% in Q3 2025, selling an estimated $11.8K and leaving 7,821 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #573.

Synovus Financial first reported a position in AVUV in Q1 2021 and has held it in 19 quarters since. The position peaked at $933K in Q4 2022. 880 funds tracked by Wall St. Rank hold AVUV as of Q3 2025.

  • Synovus Financial held 7,821 shares of Avantis US Small Cap Value ETF worth $779K as of Q3 2025.
  • Synovus Financial sold 122 Avantis US Small Cap Value ETF shares in Q3 2025, an estimated $11.8K.
  • Avantis US Small Cap Value ETF made up 0.01% of Synovus Financial's portfolio in Q3 2025, its #573 holding.
  • Synovus Financial first reported a position in Avantis US Small Cap Value ETF in Q1 2021 and has held it in 19 quarters since.
  • Synovus Financial's Avantis US Small Cap Value ETF position peaked at $933K in Q4 2022.
  • 880 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2025.

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