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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
CL icon
301
Colgate-Palmolive
CL
$76.2B
$2.63M 0.03%
28,912
-4,110
-12% -$375K
IBTH icon
302
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
$2.63M 0.03%
116,825
-8,972
-7% -$201K
PPA icon
303
Invesco Aerospace & Defense ETF
PPA
$8.32B
$2.62M 0.03%
18,469
+34
+0.2% +$4.31K
RPM icon
304
RPM International
RPM
$14.2B
$2.59M 0.03%
23,577
-2,936
-11% -$323K
BSX icon
305
Boston Scientific
BSX
$69B
$2.56M 0.03%
23,811
+762
+3% +$77.1K
MAA icon
306
Mid-America Apartment Communities
MAA
$15.7B
$2.55M 0.03%
17,259
-5,105
-23% -$797K
IEI icon
307
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$2.52M 0.03%
21,142
-94,827
-82% -$11.2M
SPLB icon
308
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.19B
$2.52M 0.03%
111,543
+6,599
+6% +$145K
HAL icon
309
Halliburton
HAL
$26.7B
$2.51M 0.03%
123,294
+44,777
+57% +$939K
INTC icon
310
Intel
INTC
$443B
$2.49M 0.03%
111,138
-22,308
-17% -$462K
XLF icon
311
State Street Financial Select Sector SPDR ETF
XLF
$56.9B
$2.49M 0.03%
47,518
-464
-1% -$23K
PH icon
312
Parker-Hannifin
PH
$124B
$2.49M 0.03%
3,560
-9
-0.3% -$5.69K
DEO icon
313
Diageo
DEO
$49.1B
$2.48M 0.03%
24,619
+947
+4% +$103K
PICK icon
314
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.16B
$2.47M 0.03%
65,658
– –
IVE icon
315
iShares S&P 500 Value ETF
IVE
$49.5B
$2.46M 0.03%
12,579
+2,354
+23% +$438K
POOL icon
316
Pool Corp
POOL
$6.95B
$2.44M 0.03%
8,381
+293
+4% +$88.6K
UL icon
317
Unilever
UL
$143B
$2.44M 0.03%
35,465
+1,293
+4% +$90.7K
MGK icon
318
Vanguard Mega Cap Growth ETF
MGK
$31.6B
$2.44M 0.03%
33,320
-7,435
-18% -$490K
PNC icon
319
PNC Financial Services
PNC
$99.9B
$2.44M 0.03%
13,068
-147
-1% -$24.9K
PAYX icon
320
Paychex
PAYX
$42B
$2.41M 0.03%
16,590
+109
+0.7% +$16.4K
DD icon
321
DuPont de Nemours
DD
$19B
$2.4M 0.03%
27,882
-813
-3% -$67.6K
BSV icon
322
Vanguard Short-Term Bond ETF
BSV
$44.6B
$2.36M 0.03%
30,032
-79
-0.3% -$6.18K
PWR icon
323
Quanta Services
PWR
$88.7B
$2.36M 0.03%
6,254
-6,487
-51% -$2.08M
VT icon
324
Vanguard Total World Stock ETF
VT
$76.1B
$2.35M 0.03%
18,257
-1,585
-8% -$190K
GILD icon
325
Gilead Sciences
GILD
$165B
$2.34M 0.03%
21,106
+1,320
+7% +$140K
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 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.