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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
JMST icon
351
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.1B
$2.24M 0.03%
43,797
-465
-1% -$23.7K
VDE icon
352
Vanguard Energy ETF
VDE
$10B
$2.22M 0.03%
17,630
+55
+0.3% +$6.77K
HYG icon
353
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
$2.21M 0.03%
27,188
+1,108
+4% +$89.3K
FTGS icon
354
First Trust Growth Strength ETF
FTGS
$1.27B
$2.2M 0.03%
61,323
+1,341
+2% +$47.1K
BIIB icon
355
Biogen
BIIB
$29.2B
$2.18M 0.03%
15,595
-370
-2% -$50K
ROST icon
356
Ross Stores
ROST
$76.4B
$2.18M 0.02%
14,298
-253
-2% -$36.1K
IWY icon
357
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$2.18M 0.02%
7,949
+212
+3% +$54.8K
HYDB icon
358
iShares High Yield Systematic Bond ETF
HYDB
$1.63B
$2.17M 0.02%
45,440
+16,600
+58% +$788K
LRCX icon
359
Lam Research
LRCX
$399B
$2.14M 0.02%
15,979
-279
-2% -$29.5K
LITE icon
360
Lumentum
LITE
$64.6B
$2.14M 0.02%
13,128
– –
IYE icon
361
iShares US Energy ETF
IYE
$1.73B
$2.11M 0.02%
44,465
+404
+0.9% +$18.8K
ITT icon
362
ITT
ITT
$17.3B
$2.11M 0.02%
11,786
-50
-0.4% -$8.39K
CIBR icon
363
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.9B
$2.08M 0.02%
27,396
-39
-0.1% -$2.88K
EVLV icon
364
Evolv Technologies
EVLV
$964M
$2.08M 0.02%
+275,304
New +$2.01M
CBRE icon
365
CBRE Group
CBRE
$40.1B
$2.06M 0.02%
13,100
-74
-0.6% -$11.4K
HPQ icon
366
HP
HPQ
$23B
$2.06M 0.02%
75,553
-72,317
-49% -$1.93M
VT icon
367
Vanguard Total World Stock ETF
VT
$77.2B
$2.06M 0.02%
14,911
-3,346
-18% -$445K
PAYX icon
368
Paychex
PAYX
$39.4B
$2.05M 0.02%
16,132
-458
-3% -$63.5K
EPD icon
369
Enterprise Products Partners
EPD
$84.1B
$2.04M 0.02%
65,143
+213
+0.3% +$6.72K
QINT icon
370
American Century Quality Diversified International ETF
QINT
$658M
$2.03M 0.02%
33,123
+883
+3% +$52.6K
MU icon
371
Micron Technology
MU
$1.08T
$2.02M 0.02%
12,096
+1,329
+12% +$170K
AEP icon
372
American Electric Power
AEP
$72.4B
$2M 0.02%
17,786
-1,860
-9% -$204K
IGSB icon
373
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$1.96M 0.02%
37,005
+2,417
+7% +$128K
ENSG icon
374
The Ensign Group
ENSG
$9.88B
$1.95M 0.02%
11,275
-48
-0.4% -$7.65K
NOC icon
375
Northrop Grumman
NOC
$74.6B
$1.94M 0.02%
3,173
+820
+35% +$465K
13 14
15
16 17

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.