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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
SBUX icon
276
Starbucks
SBUX
$120B
$2.96M 0.04%
32,332
-2,712
-8% -$235K
ENTG icon
277
Entegris
ENTG
$18B
$2.96M 0.04%
36,721
+11,301
+44% +$859K
MTD icon
278
Mettler-Toledo International
MTD
$27.8B
$2.96M 0.04%
2,521
+107
+4% +$120K
RPRX icon
279
Royalty Pharma
RPRX
$26.5B
$2.95M 0.04%
81,918
-1,574
-2% -$52.1K
TTE icon
280
TotalEnergies
TTE
$189B
$2.93M 0.04%
47,794
-1,939
-4% -$115K
JAVA icon
281
JPMorgan Active Value ETF
JAVA
$6.81B
$2.91M 0.04%
44,414
+9,816
+28% +$613K
TYL icon
282
Tyler Technologies
TYL
$13.7B
$2.91M 0.04%
4,905
-49
-1% -$27.8K
VRSK icon
283
Verisk Analytics
VRSK
$28B
$2.87M 0.04%
9,218
-912
-9% -$277K
DGRO icon
284
iShares Core Dividend Growth ETF
DGRO
$43.5B
$2.85M 0.03%
44,522
+344
+0.8% +$21K
MINT icon
285
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$2.84M 0.03%
28,250
+126
+0.4% +$12.6K
KRYS icon
286
Krystal Biotech
KRYS
$10.5B
$2.84M 0.03%
+20,643
New +$3.03M
EW icon
287
Edwards Lifesciences
EW
$48.6B
$2.84M 0.03%
36,275
-4,491
-11% -$335K
INTU icon
288
Intuit
INTU
$87.1B
$2.83M 0.03%
3,599
-43
-1% -$29.1K
QLYS icon
289
Qualys
QLYS
$4.67B
$2.83M 0.03%
19,797
-18,865
-49% -$2.5M
ETR icon
290
Entergy
ETR
$53.5B
$2.82M 0.03%
33,970
+8,572
+34% +$708K
PLTR icon
291
Palantir
PLTR
$286B
$2.82M 0.03%
20,653
-1,415
-6% -$166K
VNQ icon
292
Vanguard Real Estate ETF
VNQ
$40.3B
$2.81M 0.03%
31,555
-113
-0.4% -$9.97K
CWI icon
293
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.72B
$2.8M 0.03%
85,635
-482
-0.6% -$14.8K
COP icon
294
ConocoPhillips
COP
$142B
$2.78M 0.03%
31,016
-450
-1% -$40.5K
NOBL icon
295
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
$2.78M 0.03%
55,128
-5,792
-10% -$286K
SPNS
296
DELISTED
Sapiens International
SPNS
$2.71M 0.03%
92,481
+2,916
+3% +$81.3K
SPSC icon
297
SPS Commerce
SPSC
$2.52B
$2.67M 0.03%
19,629
+373
+2% +$51.7K
CCC
298
CCC Intelligent Solutions
CCC
$3.59B
$2.66M 0.03%
283,108
-36,213
-11% -$324K
CTAS icon
299
Cintas
CTAS
$87.2B
$2.66M 0.03%
11,940
-2,886
-19% -$621K
NUE icon
300
Nucor
NUE
$59.6B
$2.64M 0.03%
20,364
+223
+1% +$26.1K
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 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.