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
SNA icon
451
Snap-on
SNA
$21B
$1.38M 0.02%
3,979
-9
-0.2% -$2.95K
NGVT icon
452
Ingevity
NGVT
$2.6B
$1.38M 0.02%
24,961
+3,472
+16% +$181K
CHDN icon
453
Churchill Downs
CHDN
$5.72B
$1.37M 0.02%
14,151
-77
-0.5% -$7.92K
NEM icon
454
Newmont
NEM
$102B
$1.37M 0.02%
16,260
+1,129
+7% +$78.7K
PODD icon
455
Insulet
PODD
$11B
$1.37M 0.02%
4,423
-15
-0.3% -$4.7K
IP icon
456
International Paper
IP
$20.2B
$1.35M 0.02%
29,166
+10
+0% +$488
PYLD icon
457
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
$1.33M 0.02%
49,593
+3,347
+7% +$88.9K
WELL icon
458
Welltower
WELL
$173B
$1.33M 0.02%
7,439
+395
+6% +$64.9K
UBSI icon
459
United Bankshares
UBSI
$6.46B
$1.32M 0.02%
35,583
+4,048
+13% +$151K
MTDR icon
460
Matador Resources
MTDR
$6.83B
$1.32M 0.02%
29,427
-149
-0.5% -$7.27K
MLM icon
461
Martin Marietta Materials
MLM
$33.1B
$1.32M 0.02%
2,094
-4
-0.2% -$2.38K
EFX icon
462
Equifax
EFX
$20.3B
$1.3M 0.01%
5,065
+42
+0.8% +$10.6K
OKLO
463
Oklo
OKLO
$7.74B
$1.3M 0.01%
11,619
+1,094
+10% +$85.7K
GM icon
464
General Motors
GM
$74.1B
$1.29M 0.01%
21,203
+199
+0.9% +$11.1K
MCK icon
465
McKesson
MCK
$95.3B
$1.29M 0.01%
1,668
+129
+8% +$90.8K
AEIS icon
466
Advanced Energy
AEIS
$12.7B
$1.28M 0.01%
7,515
-2,490
-25% -$375K
OLED icon
467
Universal Display
OLED
$3.81B
$1.26M 0.01%
8,776
+200
+2% +$29.1K
MEDI icon
468
Harbor Health Care ETF
MEDI
$41.8M
$1.26M 0.01%
+44,036
New +$1.21M
FDX icon
469
FedEx
FDX
$76.6B
$1.26M 0.01%
5,320
-1,786
-25% -$412K
GMED icon
470
Globus Medical
GMED
$10.2B
$1.24M 0.01%
21,676
-183
-0.8% -$10.5K
ITOT icon
471
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$1.24M 0.01%
8,493
-212
-2% -$29.7K
FLS icon
472
Flowserve
FLS
$8.77B
$1.24M 0.01%
23,248
+1,641
+8% +$89.1K
IJK icon
473
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$1.22M 0.01%
12,752
+100
+0.8% +$9.42K
EXP icon
474
Eagle Materials
EXP
$6.28B
$1.22M 0.01%
5,240
+188
+4% +$42.6K
BABA icon
475
Alibaba
BABA
$279B
$1.21M 0.01%
6,743
+24
+0.4% +$3.15K
17 18
19
20 21

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.