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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
PH icon
301
Parker-Hannifin
PH
$122B
$2.73M 0.03%
3,604
+44
+1% +$32.5K
AXSM icon
302
Axsome Therapeutics
AXSM
$12.3B
$2.69M 0.03%
22,156
-170
-0.8% -$19.1K
GEV icon
303
GE Vernova
GEV
$265B
$2.69M 0.03%
4,368
+1,492
+52% +$904K
FTNT icon
304
Fortinet
FTNT
$114B
$2.68M 0.03%
31,838
+705
+2% +$62.9K
DD icon
305
DuPont de Nemours
DD
$18.9B
$2.66M 0.03%
27,228
-654
-2% -$61.6K
PNC icon
306
PNC Financial Services
PNC
$101B
$2.65M 0.03%
13,183
+115
+0.9% +$22.7K
MSI icon
307
Motorola Solutions
MSI
$67.1B
$2.64M 0.03%
5,775
+214
+4% +$96.4K
MGK icon
308
Vanguard Mega Cap Growth ETF
MGK
$32.8B
$2.62M 0.03%
32,600
-720
-2% -$55.3K
APP icon
309
Applovin
APP
$139B
$2.62M 0.03%
3,641
+43
+1% +$19.8K
SBUX icon
310
Starbucks
SBUX
$119B
$2.61M 0.03%
30,890
-1,442
-4% -$129K
QLYS icon
311
Qualys
QLYS
$4.94B
$2.61M 0.03%
19,712
-85
-0.4% -$11.5K
POOL icon
312
Pool Corp
POOL
$7.15B
$2.59M 0.03%
8,354
-27
-0.3% -$8.46K
PWR icon
313
Quanta Services
PWR
$96.5B
$2.57M 0.03%
6,209
-45
-0.7% -$17.5K
FCN icon
314
FTI Consulting
FCN
$4.72B
$2.56M 0.03%
15,834
+2,981
+23% +$495K
TYL icon
315
Tyler Technologies
TYL
$11.7B
$2.56M 0.03%
4,891
-14
-0.3% -$7.86K
XLF icon
316
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
$2.55M 0.03%
47,392
-126
-0.3% -$6.68K
FDVV icon
317
Fidelity High Dividend ETF
FDVV
$10.1B
$2.55M 0.03%
45,772
+29,605
+183% +$1.61M
SBAC icon
318
SBA Communications
SBAC
$18.9B
$2.55M 0.03%
13,163
-51
-0.4% -$11K
ELV icon
319
Elevance Health
ELV
$84.4B
$2.54M 0.03%
7,867
+164
+2% +$51K
GLW icon
320
Corning
GLW
$133B
$2.54M 0.03%
30,927
+2,253
+8% +$147K
SPLB icon
321
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.19B
$2.51M 0.03%
108,457
-3,086
-3% -$69.8K
FTCS icon
322
First Trust Capital Strength ETF
FTCS
$7.76B
$2.51M 0.03%
26,747
+1,247
+5% +$115K
TGT icon
323
Target
TGT
$62.6B
$2.48M 0.03%
27,645
-3,540
-11% -$349K
SPYG icon
324
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.9B
$2.42M 0.03%
23,142
-267
-1% -$26.6K
IBTH icon
325
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.23B
$2.41M 0.03%
106,992
-9,833
-8% -$221K
11 12
13
14 15

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.