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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
VB icon
251
Vanguard Small-Cap ETF
VB
$79.9B
$3.43M 0.04%
14,479
+154
+1% +$34.4K
TT icon
252
Trane Technologies
TT
$107B
$3.42M 0.04%
7,821
+1,113
+17% +$439K
SGOL icon
253
abrdn Physical Gold Shares ETF
SGOL
$6.97B
$3.41M 0.04%
108,250
-1,166
-1% -$36.5K
MFC icon
254
Manulife Financial
MFC
$73.2B
$3.41M 0.04%
106,722
+9,640
+10% +$297K
MDT icon
255
Medtronic
MDT
$108B
$3.4M 0.04%
39,028
-3,183
-8% -$270K
JKHY icon
256
Jack Henry & Associates
JKHY
$10.9B
$3.39M 0.04%
18,838
+344
+2% +$61.1K
FCX icon
257
Freeport-McMoran
FCX
$90.2B
$3.39M 0.04%
78,134
+5,674
+8% +$215K
CCEP icon
258
Coca-Cola Europacific Partners
CCEP
$48.1B
$3.35M 0.04%
36,171
+1,362
+4% +$122K
SCHD icon
259
Schwab US Dividend Equity ETF
SCHD
$103B
$3.35M 0.04%
126,348
+36,051
+40% +$941K
KMI icon
260
Kinder Morgan
KMI
$70.6B
$3.32M 0.04%
113,028
+14,341
+15% +$394K
FTNT icon
261
Fortinet
FTNT
$112B
$3.29M 0.04%
31,133
+279
+0.9% +$28.1K
ASML icon
262
ASML
ASML
$636B
$3.24M 0.04%
4,039
+3,098
+329% +$2.22M
IEF icon
263
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$3.23M 0.04%
33,713
-4,525
-12% -$428K
TW icon
264
Tradeweb Markets
TW
$21.7B
$3.18M 0.04%
21,714
-1,426
-6% -$199K
DFAS icon
265
Dimensional US Small Cap ETF
DFAS
$15.4B
$3.17M 0.04%
49,805
+20,416
+69% +$1.22M
SHW icon
266
Sherwin-Williams
SHW
$80.7B
$3.16M 0.04%
9,201
+19
+0.2% +$6.58K
SBAC icon
267
SBA Communications
SBAC
$18.3B
$3.1M 0.04%
13,214
-2,268
-15% -$519K
XLU icon
268
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$3.1M 0.04%
75,960
+17,238
+29% +$687K
BAP icon
269
Credicorp
BAP
$31.1B
$3.1M 0.04%
13,850
+830
+6% +$168K
DOW icon
270
Dow Inc
DOW
$20.8B
$3.09M 0.04%
116,671
+4,632
+4% +$135K
COO icon
271
Cooper Companies
COO
$13.7B
$3.08M 0.04%
43,294
+1,610
+4% +$123K
TGT icon
272
Target
TGT
$63.7B
$3.08M 0.04%
31,185
-5,054
-14% -$485K
AJG icon
273
Arthur J. Gallagher & Co
AJG
$65.1B
$3.06M 0.04%
9,556
-102
-1% -$33.6K
WZRD
274
Opportunistic Trader ETF
WZRD
$1.18M
$3.01M 0.04%
+120,000
New +$3.01M
ELV icon
275
Elevance Health
ELV
$82.1B
$3M 0.04%
7,703
-251
-3% -$101K
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 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.