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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
ZBH icon
376
Zimmer Biomet
ZBH
$17.2B
$1.93M 0.02%
19,621
+1,430
+8% +$142K
BDX icon
377
Becton Dickinson
BDX
$42.2B
$1.93M 0.02%
10,301
+784
+8% +$146K
CI icon
378
Cigna
CI
$75.4B
$1.89M 0.02%
6,569
+233
+4% +$68.9K
VMI icon
379
Valmont Industries
VMI
$9.46B
$1.87M 0.02%
4,825
-450
-9% -$164K
AMP icon
380
Ameriprise Financial
AMP
$47.4B
$1.86M 0.02%
3,785
-9
-0.2% -$4.61K
IWV icon
381
iShares Russell 3000 ETF
IWV
$19.7B
$1.86M 0.02%
4,904
+34
+0.7% +$12.4K
VBK icon
382
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$1.85M 0.02%
6,188
+330
+6% +$95.3K
SPHQ icon
383
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$1.84M 0.02%
25,155
+3,377
+16% +$244K
HDV
384
iShares Core High Dividend ETF
HDV
$14.2B
$1.84M 0.02%
75,105
+9,795
+15% +$237K
GBTC icon
385
Grayscale Bitcoin Trust
GBTC
$9.91B
$1.83M 0.02%
20,372
-169
-0.8% -$15.2K
ROP icon
386
Roper Technologies
ROP
$34B
$1.83M 0.02%
3,666
+149
+4% +$79.5K
SPTB
387
State Street SPDR Portfolio Treasury ETF
SPTB
$282M
$1.81M 0.02%
59,169
-4,635
-7% -$141K
ESI icon
388
Element Solutions
ESI
$9.35B
$1.8M 0.02%
71,554
-442
-0.6% -$11K
ADSK icon
389
Autodesk
ADSK
$43B
$1.79M 0.02%
5,639
+28
+0.5% +$8.53K
MKL icon
390
Markel Group
MKL
$24.3B
$1.79M 0.02%
937
– –
CR icon
391
Crane Co
CR
$12.7B
$1.77M 0.02%
9,637
-1,089
-10% -$205K
UBER icon
392
Uber
UBER
$143B
$1.77M 0.02%
18,029
+1,444
+9% +$135K
RTO icon
393
Rentokil
RTO
$15B
$1.76M 0.02%
69,577
-155
-0.2% -$3.78K
RDVY icon
394
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$1.72M 0.02%
25,585
+11,412
+81% +$740K
ALL icon
395
Allstate
ALL
$64.8B
$1.71M 0.02%
7,943
+21
+0.3% +$4.24K
MBB icon
396
iShares MBS ETF
MBB
$39B
$1.7M 0.02%
17,901
+1,471
+9% +$138K
BKLN icon
397
Invesco Senior Loan ETF
BKLN
$7.1B
$1.7M 0.02%
81,286
-20,056
-20% -$420K
JBL icon
398
Jabil
JBL
$33.4B
$1.69M 0.02%
7,798
-182
-2% -$39.6K
JAAA icon
399
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$1.69M 0.02%
+33,183
New +$1.68M
AGYS icon
400
Agilysys
AGYS
$2.74B
$1.67M 0.02%
15,896
-82
-0.5% -$9.07K
14 15
16
17 18

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.