We are live on ! Find out more
SF

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
CTAS icon
326
Cintas
CTAS
$80.6B
$2.4M 0.03%
11,713
-227
-2% -$48.5K
TW icon
327
Tradeweb Markets
TW
$21.1B
$2.4M 0.03%
21,610
-104
-0.5% -$13.4K
NPO icon
328
Enpro
NPO
$7.07B
$2.39M 0.03%
10,596
-784
-7% -$169K
ISRG icon
329
Intuitive Surgical
ISRG
$121B
$2.39M 0.03%
5,344
+1,913
+56% +$918K
NVS icon
330
Novartis
NVS
$292B
$2.39M 0.03%
18,589
+8,250
+80% +$1.01M
UL icon
331
Unilever
UL
$133B
$2.38M 0.03%
35,627
+162
+0.5% +$11.2K
BSX icon
332
Boston Scientific
BSX
$63.9B
$2.38M 0.03%
24,331
+520
+2% +$53.9K
BSV icon
333
Vanguard Short-Term Bond ETF
BSV
$44.6B
$2.36M 0.03%
29,883
-149
-0.5% -$11.7K
KRE icon
334
State Street SPDR S&P Regional Banking ETF
KRE
$4.85B
$2.36M 0.03%
37,224
-908
-2% -$57.2K
SHW icon
335
Sherwin-Williams
SHW
$78.9B
$2.35M 0.03%
6,798
-2,403
-26% -$847K
GILD icon
336
Gilead Sciences
GILD
$162B
$2.34M 0.03%
21,094
-12
-0.1% -$1.36K
YUM icon
337
Yum! Brands
YUM
$40.7B
$2.34M 0.03%
15,398
-139
-0.9% -$20.5K
VLO icon
338
Valero Energy
VLO
$92.3B
$2.33M 0.03%
13,706
+10
+0.1% +$1.49K
KMX icon
339
CarMax
KMX
$8.15B
$2.33M 0.03%
+51,895
New +$3.1M
VBR icon
340
Vanguard Small-Cap Value ETF
VBR
$37B
$2.33M 0.03%
11,113
+432
+4% +$88.3K
VRSK icon
341
Verisk Analytics
VRSK
$25.2B
$2.32M 0.03%
9,205
-13
-0.1% -$3.57K
CL icon
342
Colgate-Palmolive
CL
$73.3B
$2.31M 0.03%
28,913
+1
+0% +$85
PSX icon
343
Phillips 66
PSX
$84.8B
$2.3M 0.03%
16,925
-909
-5% -$116K
AMLP icon
344
Alerian MLP ETF
AMLP
$12.9B
$2.29M 0.03%
48,823
+2,571
+6% +$124K
DYNF icon
345
BlackRock US Equity Factor Rotation ETF
DYNF
$38.5B
$2.28M 0.03%
38,569
+13,502
+54% +$766K
MAA icon
346
Mid-America Apartment Communities
MAA
$15.3B
$2.27M 0.03%
16,260
-999
-6% -$144K
SPSC icon
347
SPS Commerce
SPSC
$2.21B
$2.27M 0.03%
21,802
+2,173
+11% +$259K
DEO icon
348
Diageo
DEO
$46.9B
$2.27M 0.03%
23,783
-836
-3% -$87.7K
KEY icon
349
KeyCorp
KEY
$24.9B
$2.25M 0.03%
+120,522
New +$2.23M
DLN icon
350
WisdomTree US LargeCap Dividend Fund
DLN
$6.23B
$2.25M 0.03%
25,854
+18,484
+251% +$1.56M
12 13
14
15 16

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.