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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
AEP icon
351
American Electric Power
AEP
$72.4B
$2.04M 0.03%
19,646
+206
+1% +$21.4K
CR icon
352
Crane Co
CR
$13.1B
$2.04M 0.02%
10,726
+154
+1% +$25.6K
AMP icon
353
Ameriprise Financial
AMP
$48.3B
$2.03M 0.02%
3,794
+1,034
+37% +$511K
EPD icon
354
Enterprise Products Partners
EPD
$83.6B
$2.01M 0.02%
64,930
+24,558
+61% +$765K
BIIB icon
355
Biogen
BIIB
$30.4B
$2.01M 0.02%
15,965
-1,963
-11% -$245K
ROP icon
356
Roper Technologies
ROP
$38.7B
$1.99M 0.02%
3,517
-174
-5% -$98.3K
IYE icon
357
iShares US Energy ETF
IYE
$1.69B
$1.99M 0.02%
44,061
+152
+0.3% +$6.72K
ANET icon
358
Arista Networks
ANET
$214B
$1.99M 0.02%
19,412
+40
+0.2% +$3.46K
SPTB
359
State Street SPDR Portfolio Treasury ETF
SPTB
$289M
$1.95M 0.02%
63,804
-4,481
-7% -$136K
CME icon
360
CME Group
CME
$93.5B
$1.91M 0.02%
6,930
-145
-2% -$39.4K
IWY icon
361
iShares Russell Top 200 Growth ETF
IWY
$15.6B
$1.91M 0.02%
7,737
+701
+10% +$156K
KKR icon
362
KKR & Co
KKR
$92.2B
$1.89M 0.02%
14,222
-11,423
-45% -$1.34M
QINT icon
363
American Century Quality Diversified International ETF
QINT
$656M
$1.88M 0.02%
32,240
-2,614
-7% -$144K
MKL icon
364
Markel Group
MKL
$25.5B
$1.87M 0.02%
937
– –
ISRG icon
365
Intuitive Surgical
ISRG
$130B
$1.86M 0.02%
3,431
-61
-2% -$31.9K
ROST icon
366
Ross Stores
ROST
$80.5B
$1.86M 0.02%
14,551
-2,593
-15% -$360K
ITT icon
367
ITT
ITT
$17.8B
$1.86M 0.02%
11,836
+150
+1% +$21.4K
CBRE icon
368
CBRE Group
CBRE
$43.1B
$1.85M 0.02%
13,174
+10
+0.1% +$1.26K
VLO icon
369
Valero Energy
VLO
$88.7B
$1.84M 0.02%
13,696
+2,312
+20% +$288K
AGYS icon
370
Agilysys
AGYS
$3.12B
$1.83M 0.02%
15,978
+5,722
+56% +$516K
EME icon
371
Emcor
EME
$31.4B
$1.83M 0.02%
3,415
+1,270
+59% +$560K
IGSB icon
372
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$1.83M 0.02%
34,588
+5,724
+20% +$299K
HDB icon
373
HDFC Bank
HDB
$121B
$1.78M 0.02%
46,370
-8,226
-15% -$298K
ENSG icon
374
The Ensign Group
ENSG
$10.7B
$1.75M 0.02%
11,323
+391
+4% +$54.9K
IBTO icon
375
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$477M
$1.75M 0.02%
71,224
-5,421
-7% -$131K
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 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.