Synovus Financial’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Synovus Financial’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.39M	Buy	7,844 +18	+0.2%	+$3.13K	0.02%	449
2025 Q2	$1.32M	Buy	7,826 +14	+0.2%	+$2.07K	0.02%	437
2025 Q1	$1.09M	Buy	7,812 +28	+0.4%	+$4.16K	0.01%	465
2024 Q4	$1.12M	Buy	7,784 +23	+0.3%	+$3.28K	0.01%	461
2024 Q3	$998K	Buy	7,761 +19	+0.2%	+$2.35K	0.01%	509
2024 Q2	$905K	Buy	7,742 +75	+1%	+$8.64K	0.01%	476
2024 Q1	$890K	Buy	7,667 +25	+0.3%	+$2.72K	0.01%	479
2023 Q4	$830K	Buy	7,642 +78	+1%	+$7.46K	0.01%	466
2023 Q3	$689K	Sell	7,564 -1	-0%	-$95	0.01%	526
2023 Q2	$687K	Buy	7,565 +40	+0.5%	+$3.58K	0.01%	525
2023 Q1	$690K	Buy	7,525 +36	+0.5%	+$3.54K	0.01%	528
2022 Q4	$720K	Buy	7,489 +35	+0.5%	+$3.35K	0.01%	531
2022 Q3	$637K	Buy	7,454 +41	+0.6%	+$3.75K	0.01%	519
2022 Q2	$623K	Buy	7,413 +37	+0.5%	+$3.33K	0.01%	531
2022 Q1	$737K	Buy	7,376 +52	+0.7%	+$5.48K	0.01%	503
2021 Q4	$806K	Buy	7,324 +33	+0.5%	+$3.66K	0.01%	508
2021 Q3	$761K	Buy	7,291 +32	+0.4%	+$3.37K	0.01%	501
2021 Q2	$740K	Buy	7,259 +17	+0.2%	+$1.68K	0.01%	514
2021 Q1	$668K	Buy	7,242 +19	+0.3%	+$1.69K	0.01%	488
2020 Q4	$574K	Buy	7,223 +21	+0.3%	+$1.47K	0.01%	509
2020 Q3	$446K	Sell	7,202 -3,283	-31%	-$205K	0.01%	517
2020 Q2	$628K	Buy	10,485 +47	+0.5%	+$2.75K	0.01%	415
2020 Q1	$533K	Buy	10,438 +79	+0.8%	+$5.1K	0.01%	501
2019 Q4	$709K	Buy	10,359 +36	+0.3%	+$2.37K	0.01%	393
2019 Q3	$663K	Buy	10,323 +37	+0.4%	+$2.39K	0.01%	402
2019 Q2	$649K	Buy	10,286 +38	+0.4%	+$2.37K	0.01%	417
2019 Q1	$603K	Buy	10,248 +60	+0.6%	+$3.6K	0.01%	414
2018 Q4	$571K	Buy	10,188 +87	+0.9%	+$5.21K	0.01%	400
2018 Q3	$628K	Buy	10,101 +30	+0.3%	+$1.95K	0.01%	422
2018 Q2	$646K	Hold	10,071	–	–	0.01%	401
2018 Q1	$660K	Buy	10,071 +28	+0.3%	+$1.85K	0.01%	396
2017 Q4	$630K	Buy	10,043 +38	+0.4%	+$2.27K	0.01%	384
2017 Q3	$571K	Buy	10,005 +67	+0.7%	+$3.63K	0.01%	383
2017 Q2	$530K	Hold	9,938	–	–	0.01%	403
2017 Q1	$509K	Buy	9,938 +49	+0.5%	+$2.54K	0.01%	356
2016 Q4	$489K	Buy	9,889 +38	+0.4%	+$1.74K	0.01%	344
2016 Q3	$411K	Buy	9,851 +32	+0.3%	+$1.28K	0.01%	363
2016 Q2	$354K	Buy	9,819 +42	+0.4%	+$1.58K	0.01%	392
2016 Q1	$366K	Buy	9,777 +61	+0.6%	+$2.21K	0.01%	377
2015 Q4	$404K	Buy	9,716 +77	+0.8%	+$3.19K	0.01%	356
2015 Q3	$372K	Hold	9,639	–	–	0.01%	364
2015 Q2	$423K	Buy	9,639 +18	+0.2%	+$785	0.01%	359
2015 Q1	$411K	Buy	9,621 +19	+0.2%	+$791	0.01%	370
2014 Q4	$410K	Sell	9,602 -4,300	-31%	-$174K	0.01%	371
2014 Q3	$548K	Buy	13,902 +30	+0.2%	+$1.16K	0.02%	335
2014 Q2	$524K	Buy	13,872 +38	+0.3%	+$1.41K	0.01%	318
2014 Q1	$531K	Buy	+13,834	New	+$530K	0.02%	314

Other funds holding IAI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Synovus Financial's IAI Position: Q3 2025 in Review

Synovus Financial increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 0.23% in Q3 2025, buying an estimated $3.13K and bringing the position to 7,844 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #449.

Synovus Financial first reported a position in IAI in Q1 2014 and has held it in 47 quarters since. 184 funds tracked by Wall St. Rank hold IAI as of Q3 2025.

Synovus Financial held 7,844 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.39M as of Q3 2025.
Synovus Financial bought 18 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2025, an estimated $3.13K.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.02% of Synovus Financial's portfolio in Q3 2025, its #449 holding.
Synovus Financial first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2014 and has held it in 47 quarters since.
184 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2025.

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