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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
NKE icon
251
Nike
NKE
$62.6B
$3.78M 0.04%
54,249
-1,060
-2% -$79K
BUFT icon
252
FT Vest Buffered Allocation Defensive ETF
BUFT
$149M
$3.78M 0.04%
156,538
-7,874
-5% -$188K
BAP icon
253
Credicorp
BAP
$31.3B
$3.67M 0.04%
13,798
-52
-0.4% -$12.9K
RSG icon
254
Republic Services
RSG
$66.6B
$3.65M 0.04%
15,893
-37
-0.2% -$8.68K
FLTR icon
255
VanEck IG Floating Rate ETF
FLTR
$2.93B
$3.64M 0.04%
142,292
+78,601
+123% +$2M
SCHD icon
256
Schwab US Dividend Equity ETF
SCHD
$101B
$3.62M 0.04%
132,745
+6,397
+5% +$175K
KRYS icon
257
Krystal Biotech
KRYS
$9.93B
$3.62M 0.04%
20,516
-127
-0.6% -$19K
FN icon
258
Fabrinet
FN
$18.4B
$3.59M 0.04%
+9,849
New +$3.24M
INTC icon
259
Intel
INTC
$516B
$3.56M 0.04%
106,109
-5,029
-5% -$122K
LDP icon
260
Cohen & Steers Duration Preferred & Income Fund
LDP
$607M
$3.56M 0.04%
164,276
-5,967
-4% -$128K
XLP icon
261
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$3.55M 0.04%
45,343
+9
+0% +$727
INTU icon
262
Intuit
INTU
$77.8B
$3.52M 0.04%
5,155
+1,556
+43% +$1.12M
ETHE
263
Grayscale Ethereum Staking ETF Shares
ETHE
$1.56B
$3.41M 0.04%
99,549
+52,593
+112% +$1.7M
FNDE icon
264
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.57B
$3.4M 0.04%
+93,889
New +$3.24M
ENTG icon
265
Entegris
ENTG
$20.9B
$3.38M 0.04%
36,523
-198
-0.5% -$16.8K
IEI icon
266
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$3.36M 0.04%
28,082
+6,940
+33% +$826K
FCX icon
267
Freeport-McMoran
FCX
$93.4B
$3.34M 0.04%
85,051
+6,917
+9% +$300K
TT icon
268
Trane Technologies
TT
$105B
$3.3M 0.04%
7,817
-4
-0.1% -$1.71K
NTRA icon
269
Natera
NTRA
$37.8B
$3.29M 0.04%
20,412
-120
-0.6% -$19K
CCEP icon
270
Coca-Cola Europacific Partners
CCEP
$46.9B
$3.26M 0.04%
36,029
-142
-0.4% -$13.2K
JKHY icon
271
Jack Henry & Associates
JKHY
$10.4B
$3.24M 0.04%
21,770
+2,932
+16% +$487K
IEF icon
272
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$3.23M 0.04%
33,500
-213
-0.6% -$20.4K
UPS icon
273
United Parcel Service
UPS
$98.5B
$3.22M 0.04%
38,498
-24,733
-39% -$2.24M
APA icon
274
APA Corp
APA
$12.8B
$3.17M 0.04%
130,410
-91,467
-41% -$1.93M
SLB icon
275
SLB Ltd
SLB
$71.3B
$3.15M 0.04%
91,763
-15,905
-15% -$553K
9 10
11
12 13

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.