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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
GBTC icon
376
Grayscale Bitcoin Trust
GBTC
$9.59B
$1.74M 0.02%
20,541
+503
+3% +$39.1K
JBL icon
377
Jabil
JBL
$31.7B
$1.74M 0.02%
7,980
-1
-0% -$162
ADSK icon
378
Autodesk
ADSK
$50.1B
$1.74M 0.02%
5,611
-670
-11% -$190K
SLGN icon
379
Silgan Holdings
SLGN
$5.07B
$1.73M 0.02%
31,915
+840
+3% +$44.4K
VMI icon
380
Valmont Industries
VMI
$9.33B
$1.72M 0.02%
5,275
+169
+3% +$51.8K
IWV icon
381
iShares Russell 3000 ETF
IWV
$19.5B
$1.71M 0.02%
4,870
-2,081
-30% -$676K
RTO icon
382
Rentokil
RTO
$14.5B
$1.67M 0.02%
69,732
-73,912
-51% -$1.71M
BBWI icon
383
Bath & Body Works
BBWI
$4.13B
$1.66M 0.02%
55,446
+3,499
+7% +$102K
ZBH icon
384
Zimmer Biomet
ZBH
$18.5B
$1.66M 0.02%
18,191
-1,916
-10% -$185K
BDX icon
385
Becton Dickinson
BDX
$45.8B
$1.64M 0.02%
9,517
-792
-8% -$145K
ESI icon
386
Element Solutions
ESI
$8.89B
$1.63M 0.02%
71,996
+12,909
+22% +$271K
VBK icon
387
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$1.63M 0.02%
5,858
-174
-3% -$44.8K
FLTR icon
388
VanEck IG Floating Rate ETF
FLTR
$2.94B
$1.62M 0.02%
63,691
+32,947
+107% +$836K
FDX icon
389
FedEx
FDX
$74B
$1.62M 0.02%
7,106
-2,605
-27% -$570K
RDVI icon
390
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.57B
$1.61M 0.02%
64,967
+53,012
+443% +$1.25M
ALL icon
391
Allstate
ALL
$70.1B
$1.6M 0.02%
7,922
-3
-0% -$599
ICSH icon
392
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.06B
$1.59M 0.02%
31,353
-72,010
-70% -$3.64M
LRCX icon
393
Lam Research
LRCX
$337B
$1.58M 0.02%
16,258
+226
+1% +$17.9K
SPHQ icon
394
Invesco S&P 500 Quality ETF
SPHQ
$19.3B
$1.55M 0.02%
21,778
+7,506
+53% +$508K
TDVG icon
395
T. Rowe Price Dividend Growth ETF
TDVG
$1.43B
$1.55M 0.02%
36,545
+28,201
+338% +$1.14M
UBER icon
396
Uber
UBER
$144B
$1.55M 0.02%
16,585
-4,537
-21% -$373K
MBB icon
397
iShares MBS ETF
MBB
$39.2B
$1.54M 0.02%
16,430
-921
-5% -$85.3K
CSL icon
398
Carlisle Companies
CSL
$14.1B
$1.54M 0.02%
4,116
+649
+19% +$241K
HDV
399
iShares Core High Dividend ETF
HDV
$14.7B
$1.53M 0.02%
65,310
+650
+1% +$15K
GEV icon
400
GE Vernova
GEV
$251B
$1.52M 0.02%
2,876
-37
-1% -$15.4K
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 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.