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Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
This Quarter Est. Return
+6.37%
1 Year Est. Return
+12.78%
3 Year Est. Return
+68.37%
5 Year Est. Return
+75.37%
10 Year Est. Return
+242.26%
AUM
$8.74B
AUM Growth
+$569M
Cap. Flow
+$124M
Cap. Flow %
1.42%
Top 10 Hldgs %
42.19%
Holding
974
New
65
Increased
422
Reduced
368
Closed
37

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10.6M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.07M
5
MSFT icon
Microsoft
MSFT
+$7.67M

Top Sells

Rank Stock Value
1
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$10.4M
2
KO icon
Coca-Cola
KO
+$5.28M
3
GPN icon
Global Payments
GPN
+$5.18M
4
SNPS icon
Synopsys
SNPS
+$4.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.61M

Sector Composition

Rank Sector Weight
1 Technology 11.67%
2 Industrials 11.04%
3 Financials 9.44%
4 Consumer Staples 7.65%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALC icon
226
Alcon
ALC
$32.9B
$4.23M 0.05%
56,818
-303
-0.5% -$25.3K
GL icon
227
Globe Life
GL
$14.2B
$4.21M 0.05%
29,458
+10
+0% +$1.35K
HLN icon
228
Haleon
HLN
$43.4B
$4.2M 0.05%
468,081
-35,918
-7% -$346K
ORLY icon
229
O'Reilly Automotive
ORLY
$71.6B
$4.18M 0.05%
38,731
+85
+0.2% +$8.54K
IAU icon
230
iShares Gold Trust
IAU
$64.2B
$4.17M 0.05%
57,248
+842
+1% +$54.9K
STT icon
231
State Street
STT
$50.8B
$4.16M 0.05%
35,884
+22,934
+177% +$2.56M
SPTL icon
232
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$4.14M 0.05%
153,473
+5,136
+3% +$136K
CSX icon
233
CSX Corp
CSX
$92.1B
$4.11M 0.05%
115,708
+2,707
+2% +$92.4K
SKOR icon
234
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$730M
$4.09M 0.05%
83,074
+38,390
+86% +$1.88M
SU icon
235
Suncor Energy
SU
$76.5B
$4.09M 0.05%
97,841
+3,373
+4% +$135K
XLV icon
236
State Street Health Care Select Sector SPDR ETF
XLV
$41.2B
$4.08M 0.05%
29,331
-123
-0.4% -$16.6K
USB icon
237
US Bancorp
USB
$100B
$4.08M 0.05%
84,368
+1,729
+2% +$81.8K
AIG icon
238
American International
AIG
$41.2B
$4.07M 0.05%
51,826
+1,019
+2% +$81.4K
XLU icon
239
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
$4.05M 0.05%
92,794
+16,834
+22% +$712K
RYAN icon
240
Ryan Specialty Holdings
RYAN
$5.07B
$4.03M 0.05%
71,574
+15,587
+28% +$923K
PLTR icon
241
Palantir
PLTR
$297B
$3.99M 0.05%
21,871
+1,218
+6% +$197K
VRTX icon
242
Vertex Pharmaceuticals
VRTX
$120B
$3.98M 0.05%
10,162
+385
+4% +$161K
ETR icon
243
Entergy
ETR
$53.5B
$3.97M 0.05%
42,648
+8,678
+26% +$763K
SGOL icon
244
abrdn Physical Gold Shares ETF
SGOL
$7.06B
$3.97M 0.05%
107,937
-313
-0.3% -$10.3K
D icon
245
Dominion Energy
D
$62.6B
$3.97M 0.05%
64,916
+2,268
+4% +$135K
VEEV icon
246
Veeva Systems
VEEV
$29.8B
$3.97M 0.05%
13,317
-2,464
-16% -$693K
AJG icon
247
Arthur J. Gallagher & Co
AJG
$62.2B
$3.93M 0.05%
12,700
+3,144
+33% +$948K
ASML icon
248
ASML
ASML
$693B
$3.91M 0.04%
4,041
+2
+0% +$1.57K
ADI icon
249
Analog Devices
ADI
$188B
$3.88M 0.04%
15,772
+105
+0.7% +$25.2K
IVW icon
250
iShares S&P 500 Growth ETF
IVW
$74.3B
$3.82M 0.04%
31,647
+340
+1% +$39.1K
8 9
10
11 12

Similar funds

WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return

Synovus Financial's Q3 2025 Portfolio in Review

As of Q3 2025, Synovus Financial held 974 positions worth $8.74B, up 7% from $8.17B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Synovus Financial's Q3 2025 filing shows 65 new, 422 increased, 368 reduced and 37 closed positions. Its largest new stake was Avantis International Equity ETF: 96,007 shares worth $7.57M. The largest sale was FT Vest S&P 500 Dividend Aristocrats Target Income ETF, an estimated $10.4M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Industrials and Financials.

  • Synovus Financial's largest Q3 2025 buy was Avantis International Equity ETF: 96,007 shares worth $7.57M.
  • Synovus Financial added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $20.1M increase.
  • Synovus Financial's biggest Q3 2025 reduction was FT Vest S&P 500 Dividend Aristocrats Target Income ETF, cutting an estimated $10.4M.
  • Synovus Financial fully exited Invesco S&P 500 BuyWrite ETF in Q3 2025, selling an estimated $4.26M.
  • Synovus Financial's ten largest holdings make up 42% of its $8.74B portfolio in Q3 2025.
  • Synovus Financial opened 65 new positions and closed 37 in Q3 2025.
  • Synovus Financial's portfolio value rose 7% quarter-over-quarter to $8.74B.

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