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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
+6.25%
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
$8.17B
AUM Growth
+$441M
Cap. Flow
+$103M
Cap. Flow %
1.26%
Top 10 Hldgs %
43.12%
Holding
948
New
52
Increased
418
Reduced
377
Closed
39

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$69.3M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.8M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$18.7M
4
GPN icon
Global Payments
GPN
+$18.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.2M

Top Sells

Rank Stock Value
1
SO icon
Southern Company
SO
+$17.6M
2
KO icon
Coca-Cola
KO
+$17.6M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$11.2M
4
HD icon
Home Depot
HD
+$7.28M
5
BFC icon
Bank First Corp
BFC
+$5.99M

Sector Composition

Rank Sector Weight
1 Industrials 11.26%
2 Technology 11.17%
3 Financials 9.8%
4 Consumer Staples 8.74%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HALO icon
226
Halozyme
HALO
$9.66B
$4.06M 0.05%
77,959
-4,002
-5% -$228K
XLV icon
227
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$3.97M 0.05%
29,454
+11,492
+64% +$1.55M
SPTL icon
228
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
$3.94M 0.05%
148,337
-1,724
-1% -$45.2K
NKE icon
229
Nike
NKE
$62.5B
$3.93M 0.05%
55,309
-43,700
-44% -$2.62M
RSG icon
230
Republic Services
RSG
$66.7B
$3.93M 0.05%
15,930
-101
-0.6% -$25K
BUFT icon
231
FT Vest Buffered Allocation Defensive ETF
BUFT
$154M
$3.87M 0.05%
164,412
-2,005
-1% -$45.5K
KBWB icon
232
Invesco KBW Bank ETF
KBWB
$6.88B
$3.85M 0.05%
53,686
-110
-0.2% -$6.97K
RYAN icon
233
Ryan Specialty Holdings
RYAN
$5.59B
$3.81M 0.05%
55,987
+1,512
+3% +$104K
BA icon
234
Boeing
BA
$167B
$3.75M 0.05%
17,909
-1,045
-6% -$197K
USB icon
235
US Bancorp
USB
$98.9B
$3.74M 0.05%
82,639
-3,563
-4% -$150K
ADI icon
236
Analog Devices
ADI
$181B
$3.73M 0.05%
15,667
-1,142
-7% -$238K
CSX icon
237
CSX Corp
CSX
$96B
$3.69M 0.05%
113,001
+1,735
+2% +$52.2K
XLP icon
238
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$3.67M 0.04%
45,334
+4
+0% +$325
GL icon
239
Globe Life
GL
$13.5B
$3.66M 0.04%
29,448
+11
+0% +$1.33K
SLB icon
240
SLB Ltd
SLB
$76.5B
$3.64M 0.04%
107,668
-7,810
-7% -$271K
HPQ icon
241
HP
HPQ
$24.3B
$3.62M 0.04%
147,870
+56,653
+62% +$1.44M
LDP icon
242
Cohen & Steers Duration Preferred & Income Fund
LDP
$598M
$3.57M 0.04%
170,243
+3,565
+2% +$71.5K
BWXT icon
243
BWX Technologies
BWXT
$16.2B
$3.54M 0.04%
24,602
+353
+1% +$41.2K
D icon
244
Dominion Energy
D
$61.8B
$3.54M 0.04%
62,648
+1,638
+3% +$89.8K
SU icon
245
Suncor Energy
SU
$75.6B
$3.54M 0.04%
94,468
+3,203
+4% +$116K
CAG icon
246
Conagra Brands
CAG
$7.29B
$3.52M 0.04%
172,201
+161,494
+1,508% +$3.78M
IAU icon
247
iShares Gold Trust
IAU
$63.4B
$3.52M 0.04%
56,406
+13,609
+32% +$843K
ORLY icon
248
O'Reilly Automotive
ORLY
$75.1B
$3.48M 0.04%
38,646
-1,644
-4% -$150K
NTRA icon
249
Natera
NTRA
$37B
$3.47M 0.04%
20,532
+310
+2% +$48.3K
IVW icon
250
iShares S&P 500 Growth ETF
IVW
$72.2B
$3.45M 0.04%
31,307
+572
+2% +$56.6K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Synovus Financial held 948 positions worth $8.17B, up 5.7% from $7.73B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Synovus Financial's Q2 2025 filing shows 52 new, 418 increased, 377 reduced and 39 closed positions. Its largest new stake was Vanguard Total International Stock ETF: 288,308 shares worth $19.9M. The largest sale was Southern Company, an estimated $17.6M.

By sector, the portfolio is most concentrated in Industrials at 11% of assets, down from 13% a quarter earlier, followed by Technology and Financials.

  • Synovus Financial's largest Q2 2025 buy was Vanguard Total International Stock ETF: 288,308 shares worth $19.9M.
  • Synovus Financial added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $69.3M increase.
  • Synovus Financial's biggest Q2 2025 reduction was Southern Company, cutting an estimated $17.6M.
  • Synovus Financial fully exited Bank First Corp in Q2 2025, selling an estimated $5.99M.
  • Synovus Financial's ten largest holdings make up 43% of its $8.17B portfolio in Q2 2025.
  • Synovus Financial opened 52 new positions and closed 39 in Q2 2025.
  • Synovus Financial's portfolio value rose 5.7% quarter-over-quarter to $8.17B.

Based on Synovus Financial's 13F filing for Q2 2025, filed 14 Aug 2025.