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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
NVR icon
401
NVR
NVR
$17.3B
$1.52M 0.02%
205
-35
-15% -$251K
BUFZ icon
402
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.01B
$1.52M 0.02%
60,940
+18,167
+42% +$432K
HACK icon
403
Amplify Cybersecurity ETF
HACK
$2.65B
$1.51M 0.02%
17,510
+326
+2% +$25.4K
CWST icon
404
Casella Waste Systems
CWST
$5.79B
$1.51M 0.02%
13,087
+710
+6% +$82K
GLW icon
405
Corning
GLW
$108B
$1.51M 0.02%
28,674
+2,252
+9% +$105K
MTUM icon
406
iShares MSCI USA Momentum Factor ETF
MTUM
$24.4B
$1.51M 0.02%
6,269
-240
-4% -$52.4K
ATR icon
407
AptarGroup
ATR
$8.8B
$1.5M 0.02%
9,619
+2,180
+29% +$329K
VV icon
408
Vanguard Large-Cap ETF
VV
$52B
$1.49M 0.02%
5,216
+34
+0.7% +$8.96K
MET icon
409
MetLife
MET
$62.7B
$1.47M 0.02%
18,299
-1,195
-6% -$92.2K
FPE icon
410
First Trust Preferred Securities and Income ETF
FPE
$6.33B
$1.46M 0.02%
81,796
+2,492
+3% +$43.5K
NVO
411
Novo Nordisk
NVO
$225B
$1.44M 0.02%
20,864
-5,915
-22% -$402K
CHDN icon
412
Churchill Downs
CHDN
$6.22B
$1.44M 0.02%
14,228
+483
+4% +$47.3K
UYG icon
413
ProShares Ultra Financials
UYG
$847M
$1.43M 0.02%
15,000
– –
SPSK icon
414
SP Funds Dow Jones Global Sukuk ETF
SPSK
$650M
$1.43M 0.02%
78,337
– –
TXRH icon
415
Texas Roadhouse
TXRH
$13.5B
$1.42M 0.02%
7,596
-101
-1% -$18.1K
MTDR icon
416
Matador Resources
MTDR
$5.73B
$1.41M 0.02%
29,576
+597
+2% +$26.4K
RUSHA icon
417
Rush Enterprises Class A
RUSHA
$6.13B
$1.41M 0.02%
27,378
+1,184
+5% +$60.1K
DFEB icon
418
FT Vest US Equity Deep Buffer ETF February
DFEB
$459M
$1.4M 0.02%
31,440
-2,718
-8% -$116K
PODD icon
419
Insulet
PODD
$11.6B
$1.39M 0.02%
4,438
+128
+3% +$36.9K
IBB icon
420
iShares Biotechnology ETF
IBB
$9.55B
$1.39M 0.02%
10,984
+167
+2% +$20.5K
STT icon
421
State Street
STT
$50.2B
$1.38M 0.02%
12,950
+213
+2% +$19.7K
CTSH icon
422
Cognizant
CTSH
$23.8B
$1.37M 0.02%
17,581
-997
-5% -$76.4K
HYDB icon
423
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
$1.37M 0.02%
28,840
+15,324
+113% +$711K
IP icon
424
International Paper
IP
$23.3B
$1.37M 0.02%
29,156
-311
-1% -$14.7K
DYNF icon
425
BlackRock US Equity Factor Rotation ETF
DYNF
$38B
$1.37M 0.02%
25,067
+11,066
+79% +$555K
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 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.