SF
OTIS icon

Synovus Financial’s Otis Worldwide OTIS Stock Holding History

Synovus Financial’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.11M Sell
12,102
-648
-5% -$58.8K 0.01% 497
2025
Q2 		$1.26M Sell
12,750
-1,313
-9% -$127K 0.02% 448
2025
Q1 		$1.45M Buy
14,063
+92
+0.7% +$8.99K 0.02% 405
2024
Q4 		$1.29M Sell
13,971
-153
-1% -$15.3K 0.02% 425
2024
Q3 		$1.47M Buy
14,124
+77
+0.5% +$7.34K 0.02% 426
2024
Q2 		$1.35M Sell
14,047
-508
-3% -$49K 0.02% 392
2024
Q1 		$1.45M Sell
14,555
-23
-0.2% -$2.13K 0.02% 379
2023
Q4 		$1.3M Buy
14,578
+76
+0.5% +$6.32K 0.02% 383
2023
Q3 		$1.16M Sell
14,502
-566
-4% -$48.4K 0.01% 426
2023
Q2 		$1.34M Sell
15,068
-456
-3% -$38.4K 0.01% 398
2023
Q1 		$1.31M Buy
15,524
+36
+0.2% +$2.98K 0.01% 401
2022
Q4 		$1.21M Sell
15,488
-1,258
-8% -$92.9K 0.01% 420
2022
Q3 		$1.07M Sell
16,746
-592
-3% -$43.3K 0.01% 426
2022
Q2 		$1.23M Buy
17,338
+1,174
+7% +$86.5K 0.01% 404
2022
Q1 		$1.24M Sell
16,164
-2,814
-15% -$225K 0.01% 407
2021
Q4 		$1.65M Buy
18,978
+219
+1% +$18.3K 0.02% 361
2021
Q3 		$1.54M Sell
18,759
-574
-3% -$50.5K 0.02% 353
2021
Q2 		$1.57M Sell
19,333
-91
-0.5% -$7K 0.02% 335
2021
Q1 		$1.33M Sell
19,424
-1,698
-8% -$111K 0.01% 325
2020
Q4 		$1.42M Sell
21,122
-2,616
-11% -$170K 0.02% 323
2020
Q3 		$1.48M Sell
23,738
-4,813
-17% -$294K 0.02% 296
2020
Q2 		$1.62M Buy
+28,551
New +$1.48M 0.02% 259

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Synovus Financial's OTIS Position: Q3 2025 in Review

Synovus Financial reduced its Otis Worldwide (OTIS) stake by 5.1% in Q3 2025, selling an estimated $58.8K and leaving 12,102 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #497.

Synovus Financial first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.65M in Q4 2021. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Synovus Financial held 12,102 shares of Otis Worldwide worth $1.11M as of Q3 2025.
  • Synovus Financial sold 648 Otis Worldwide shares in Q3 2025, an estimated $58.8K.
  • Otis Worldwide made up 0.01% of Synovus Financial's portfolio in Q3 2025, its #497 holding.
  • Synovus Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
  • Synovus Financial's Otis Worldwide position peaked at $1.65M in Q4 2021.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

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