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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
KKR icon
276
KKR & Co
KKR
$85.8B
$3.12M 0.04%
23,970
+9,748
+69% +$1.38M
IWB icon
277
iShares Russell 1000 ETF
IWB
$48.3B
$3.11M 0.04%
8,498
+6,988
+463% +$2.46M
KMI icon
278
Kinder Morgan
KMI
$72.3B
$3.09M 0.04%
109,154
-3,874
-3% -$106K
MTD icon
279
Mettler-Toledo International
MTD
$26B
$3.08M 0.04%
2,512
-9
-0.4% -$11.3K
CCC
280
CCC Intelligent Solutions
CCC
$3.36B
$3.01M 0.03%
329,957
+46,849
+17% +$453K
MINT icon
281
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$2.99M 0.03%
29,658
+1,408
+5% +$141K
CWI icon
282
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.78B
$2.96M 0.03%
84,880
-755
-0.9% -$25.3K
COO icon
283
Cooper Companies
COO
$13.7B
$2.96M 0.03%
43,175
-119
-0.3% -$8.43K
JAVA icon
284
JPMorgan Active Value ETF
JAVA
$6.74B
$2.96M 0.03%
42,906
-1,508
-3% -$101K
DGRO icon
285
iShares Core Dividend Growth ETF
DGRO
$42.2B
$2.94M 0.03%
43,225
-1,297
-3% -$85.7K
PICK icon
286
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.21B
$2.92M 0.03%
65,658
– –
ANET icon
287
Arista Networks
ANET
$220B
$2.9M 0.03%
19,920
+508
+3% +$65.4K
MFC icon
288
Manulife Financial
MFC
$71.5B
$2.9M 0.03%
93,057
-13,665
-13% -$421K
COP icon
289
ConocoPhillips
COP
$145B
$2.9M 0.03%
30,633
-383
-1% -$36.2K
TTE icon
290
TotalEnergies
TTE
$189B
$2.87M 0.03%
48,035
+241
+0.5% +$14.9K
NUE icon
291
Nucor
NUE
$53.7B
$2.86M 0.03%
21,135
+771
+4% +$109K
PPA icon
292
Invesco Aerospace & Defense ETF
PPA
$8.03B
$2.86M 0.03%
18,360
-109
-0.6% -$16K
VNQ icon
293
Vanguard Real Estate ETF
VNQ
$39.2B
$2.85M 0.03%
31,176
-379
-1% -$34.4K
RPRX icon
294
Royalty Pharma
RPRX
$26B
$2.84M 0.03%
80,581
-1,337
-2% -$48.4K
BBVA icon
295
Banco Bilbao Vizcaya Argentaria
BBVA
$145B
$2.84M 0.03%
147,393
+258
+0.2% +$4.51K
WZRD
296
Opportunistic Trader ETF
WZRD
$774K
$2.81M 0.03%
120,000
– –
IVE icon
297
iShares S&P 500 Value ETF
IVE
$48.8B
$2.77M 0.03%
13,422
+843
+7% +$169K
RPM icon
298
RPM International
RPM
$13.7B
$2.77M 0.03%
23,508
-69
-0.3% -$8.28K
EW icon
299
Edwards Lifesciences
EW
$48.6B
$2.76M 0.03%
35,492
-783
-2% -$61.2K
NOBL icon
300
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$2.76M 0.03%
53,496
-1,632
-3% -$84.4K
10 11
12
13 14

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.