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
TDVG icon
401
T. Rowe Price Dividend Growth ETF
TDVG
$1.41B
$1.66M 0.02%
37,703
+1,158
+3% +$49.8K
MET icon
402
MetLife
MET
$60B
$1.65M 0.02%
20,043
+1,744
+10% +$137K
BUFZ icon
403
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1B
$1.64M 0.02%
63,393
+2,453
+4% +$62.4K
ICSH icon
404
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.97B
$1.64M 0.02%
32,250
+897
+3% +$45.4K
LFUS icon
405
Littelfuse
LFUS
$10.5B
$1.63M 0.02%
6,274
+1,953
+45% +$489K
IBTO icon
406
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$472M
$1.6M 0.02%
65,061
-6,163
-9% -$151K
XLY icon
407
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$1.6M 0.02%
13,354
+1,080
+9% +$124K
IBB icon
408
iShares Biotechnology ETF
IBB
$9.26B
$1.57M 0.02%
10,848
-136
-1% -$18.6K
WSM icon
409
Williams-Sonoma
WSM
$26.2B
$1.57M 0.02%
8,021
+90
+1% +$17.2K
ABCB icon
410
Ameris Bancorp
ABCB
$6.05B
$1.56M 0.02%
21,306
+1,915
+10% +$135K
VV icon
411
Vanguard Large-Cap ETF
VV
$52.5B
$1.56M 0.02%
5,069
-147
-3% -$43.5K
MTUM icon
412
iShares MSCI USA Momentum Factor ETF
MTUM
$26.2B
$1.56M 0.02%
6,074
-195
-3% -$47.8K
DHI icon
413
D.R. Horton
DHI
$40.4B
$1.55M 0.02%
9,146
+101
+1% +$15.9K
RUSHA icon
414
Rush Enterprises Class A
RUSHA
$5.93B
$1.55M 0.02%
28,956
+1,578
+6% +$87.8K
HDB icon
415
HDFC Bank
HDB
$119B
$1.55M 0.02%
45,290
-1,080
-2% -$39.8K
LEN icon
416
Lennar Class A
LEN
$19.8B
$1.55M 0.02%
12,258
-13
-0.1% -$1.61K
TXRH icon
417
Texas Roadhouse
TXRH
$12.6B
$1.53M 0.02%
9,230
+1,634
+22% +$288K
NVR icon
418
NVR
NVR
$17.1B
$1.53M 0.02%
190
-15
-7% -$119K
BNY
419
Bank of New York Mellon
BNY
$110B
$1.52M 0.02%
13,970
+313
+2% +$31.9K
HACK icon
420
Amplify Cybersecurity ETF
HACK
$2.66B
$1.52M 0.02%
17,510
– –
BRK.A icon
421
Berkshire Hathaway Class A
BRK.A
$1.05T
$1.51M 0.02%
2
-1
-33% -$727K
FPE icon
422
First Trust Preferred Securities and Income ETF
FPE
$6.34B
$1.5M 0.02%
82,444
+648
+0.8% +$11.7K
BHP icon
423
BHP
BHP
$215B
$1.5M 0.02%
26,881
+96
+0.4% +$5.11K
FMDE icon
424
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.51B
$1.49M 0.02%
41,334
+4,156
+11% +$147K
DFEB icon
425
FT Vest US Equity Deep Buffer ETF February
DFEB
$460M
$1.49M 0.02%
32,004
+564
+2% +$25.7K
15 16
17
18 19

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.