Synovus Financial’s iShares US Energy ETF IYE Stock Holding History

Synovus Financial’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.11M	Buy	44,465 +404	+0.9%	+$18.8K	0.02%	361
2025 Q2	$1.99M	Buy	44,061 +152	+0.3%	+$6.72K	0.02%	357
2025 Q1	$2.16M	Buy	43,909 +164	+0.4%	+$7.82K	0.03%	343
2024 Q4	$1.99M	Buy	43,745 +796	+2%	+$38.2K	0.03%	358
2024 Q3	$1.99M	Sell	42,949 -297	-0.7%	-$14K	0.02%	372
2024 Q2	$2.08M	Buy	43,246 +146	+0.3%	+$7.13K	0.03%	333
2024 Q1	$2.13M	Buy	43,100 +134	+0.3%	+$6.03K	0.03%	329
2023 Q4	$1.9M	Buy	42,966 +322	+0.8%	+$14.5K	0.03%	330
2023 Q3	$2.02M	Sell	42,644 -2	-0%	-$92	0.02%	333
2023 Q2	$1.83M	Buy	42,646 +126	+0.3%	+$5.4K	0.02%	356
2023 Q1	$1.86M	Buy	42,520 +193	+0.5%	+$8.73K	0.02%	346
2022 Q4	$1.97M	Buy	42,327 +291	+0.7%	+$13.6K	0.02%	342
2022 Q3	$1.65M	Buy	42,036 +12	+0%	+$493	0.02%	345
2022 Q2	$1.6M	Buy	42,024 +161	+0.4%	+$6.84K	0.02%	358
2022 Q1	$1.71M	Sell	41,863 -2,588	-6%	-$95.4K	0.02%	354
2021 Q4	$1.34M	Buy	44,451 +194	+0.4%	+$5.97K	0.01%	396
2021 Q3	$1.25M	Sell	44,257 -199	-0.4%	-$5.35K	0.01%	388
2021 Q2	$1.29M	Buy	44,456 +545	+1%	+$15.2K	0.01%	370
2021 Q1	$1.15M	Buy	43,911 +268	+0.6%	+$6.59K	0.01%	354
2020 Q4	$884K	Buy	+43,643	New	+$801K	0.01%	396
2020 Q3	–	Sell	-5,755	Closed	-$115K	–	1072
2020 Q2	$115K	Buy	5,755 +35	+0.6%	+$686	﹤0.01%	750
2020 Q1	$86K	Buy	5,720 +4,920	+615%	+$124K	﹤0.01%	956
2019 Q4	$25K	Hold	800	–	–	﹤0.01%	1073
2019 Q3	$25K	Sell	800 -1,000	-56%	-$32.5K	﹤0.01%	1047
2019 Q2	$62K	Sell	1,800 -84	-4%	-$2.92K	﹤0.01%	791
2019 Q1	$68K	Hold	1,884	–	–	﹤0.01%	763
2018 Q4	$59K	Sell	1,884 -853	-31%	-$31.4K	﹤0.01%	757
2018 Q3	$115K	Sell	2,737 -115	-4%	-$4.76K	﹤0.01%	691
2018 Q2	$120K	Hold	2,852	–	–	﹤0.01%	655
2018 Q1	$105K	Buy	+2,852	New	+$111K	﹤0.01%	663
2017 Q3	–	Sell	-2,917	Closed	-$103K	–	667
2017 Q2	$103K	Buy	2,917 +90	+3%	+$3.32K	﹤0.01%	622
2017 Q1	$110K	Sell	2,827 -17	-0.6%	-$676	﹤0.01%	614
2016 Q4	$119K	Buy	2,844 +4	+0.1%	+$159	﹤0.01%	589
2016 Q3	$111K	Buy	2,840 +5	+0.2%	+$191	﹤0.01%	594
2016 Q2	$108K	Buy	2,835 +5	+0.2%	+$185	﹤0.01%	565
2016 Q1	$99K	Sell	2,830 -4,695	-62%	-$153K	﹤0.01%	572
2015 Q4	$255K	Buy	7,525 +6,500	+634%	+$240K	0.01%	409
2015 Q3	$36K	Buy	1,025 +600	+141%	+$22.7K	﹤0.01%	661
2015 Q2	$18K	Buy	425 +1	+0.2%	+$45	﹤0.01%	755
2015 Q1	$19K	Buy	424 +237	+127%	+$10.4K	﹤0.01%	770
2014 Q4	$8K	Hold	187	–	–	﹤0.01%	899
2014 Q3	$10K	Hold	187	–	–	﹤0.01%	827
2014 Q2	$10K	Hold	187	–	–	﹤0.01%	797
2014 Q1	$10K	Hold	187	–	–	﹤0.01%	803
2013 Q4	$9K	Sell	187 -401	-68%	-$19.7K	﹤0.01%	773
2013 Q3	$28K	Buy	588 +171	+41%	+$8K	﹤0.01%	605
2013 Q2	$19K	Buy	+417	New	+$18.8K	﹤0.01%	644

Other funds holding IYE

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Synovus Financial's IYE Position: Q3 2025 in Review

Synovus Financial increased its iShares US Energy ETF (IYE) stake by 0.92% in Q3 2025, buying an estimated $18.8K and bringing the position to 44,465 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #361.

Synovus Financial first reported a position in IYE in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.16M in Q1 2025. 272 funds tracked by Wall St. Rank hold IYE as of Q3 2025.

Synovus Financial held 44,465 shares of iShares US Energy ETF worth $2.11M as of Q3 2025.
Synovus Financial bought 404 iShares US Energy ETF shares in Q3 2025, an estimated $18.8K.
iShares US Energy ETF made up 0.02% of Synovus Financial's portfolio in Q3 2025, its #361 holding.
Synovus Financial first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 47 quarters since.
Synovus Financial's iShares US Energy ETF position peaked at $2.16M in Q1 2025.
272 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2025.

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