Synovus Financial’s BlackRock Total Return ETF BRTR Stock Holding History

Synovus Financial’s Portfolio BRTR Stock Details BRTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$12.8M	Buy	250,567 +120,653	+93%	+$6.09M	0.15%	97
2025 Q2	$6.57M	Buy	129,914 +81,020	+166%	+$4.03M	0.08%	158
2025 Q1	$2.46M	Buy	+48,894	New	+$2.44M	0.03%	309

Other funds holding BRTR

Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

FFWA

Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $371M AUM 21.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Synovus Financial's BRTR Position: Q3 2025 in Review

Synovus Financial increased its BlackRock Total Return ETF (BRTR) stake by 93% in Q3 2025, buying an estimated $6.09M and bringing the position to 250,567 shares worth $12.8M. The position accounts for 0.15% of the portfolio, ranked #97.

Synovus Financial first reported a position in BRTR in Q1 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold BRTR as of Q3 2025.

Synovus Financial held 250,567 shares of BlackRock Total Return ETF worth $12.8M as of Q3 2025.
Synovus Financial bought 120,653 BlackRock Total Return ETF shares in Q3 2025, an estimated $6.09M.
BlackRock Total Return ETF made up 0.15% of Synovus Financial's portfolio in Q3 2025, its #97 holding.
Synovus Financial first reported a position in BlackRock Total Return ETF in Q1 2025 and has held it in 3 quarters since.
42 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q3 2025.

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