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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
NVS icon
451
Novartis
NVS
$304B
$1.25M 0.02%
10,339
-1,236
-11% -$139K
LITE icon
452
Lumentum
LITE
$50.7B
$1.25M 0.02%
13,128
– –
HOOD icon
453
Robinhood
HOOD
$83.3B
$1.25M 0.02%
13,306
+465
+4% +$27.5K
BNY
454
Bank of New York Mellon
BNY
$106B
$1.24M 0.02%
13,657
+119
+0.9% +$10.1K
SNA icon
455
Snap-on
SNA
$21.7B
$1.24M 0.02%
3,988
+11
+0.3% +$3.5K
PYLD icon
456
PIMCO Multi Sector Bond Active ETF
PYLD
$15.1B
$1.23M 0.02%
46,246
-1,228
-3% -$32K
FAST icon
457
Fastenal
FAST
$55.2B
$1.22M 0.01%
28,979
+435
+2% +$17.6K
SMH icon
458
VanEck Semiconductor ETF
SMH
$63.8B
$1.21M 0.01%
4,345
-3,110
-42% -$721K
RIO icon
459
Rio Tinto
RIO
$149B
$1.21M 0.01%
20,786
+1,918
+10% +$113K
CLX icon
460
Clorox
CLX
$12.1B
$1.21M 0.01%
10,074
-209
-2% -$27.9K
IRTC icon
461
iRhythm Holdings
IRTC
$3.86B
$1.21M 0.01%
7,838
+96
+1% +$12.4K
DSGX icon
462
Descartes Systems
DSGX
$6.48B
$1.2M 0.01%
11,812
-8,127
-41% -$857K
CADE
463
DELISTED
Cadence Bank
CADE
$1.2M 0.01%
37,449
+782
+2% +$23.4K
EHC icon
464
Encompass Health
EHC
$11.5B
$1.19M 0.01%
9,733
+349
+4% +$39.9K
FCNCA icon
465
First Citizens BancShares
FCNCA
$25B
$1.19M 0.01%
609
-41
-6% -$74.4K
GBCI icon
466
Glacier Bancorp
GBCI
$6.45B
$1.19M 0.01%
27,622
+3,719
+16% +$154K
NOC icon
467
Northrop Grumman
NOC
$78B
$1.18M 0.01%
2,353
+104
+5% +$51.1K
PHM icon
468
Pultegroup
PHM
$25.7B
$1.18M 0.01%
11,152
-10,564
-49% -$1.06M
ITOT icon
469
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$1.18M 0.01%
8,705
-29
-0.3% -$3.62K
QTWO icon
470
Q2 Holdings
QTWO
$3.71B
$1.17M 0.01%
12,533
-12,081
-49% -$1.02M
KR icon
471
Kroger
KR
$36.3B
$1.17M 0.01%
16,296
+343
+2% +$23.7K
DHI icon
472
D.R. Horton
DHI
$42.3B
$1.17M 0.01%
9,045
-362
-4% -$44.6K
PSA icon
473
Public Storage
PSA
$61.7B
$1.15M 0.01%
3,925
-1,873
-32% -$554K
IJK icon
474
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$1.15M 0.01%
12,652
+3,401
+37% +$291K
MLM icon
475
Martin Marietta Materials
MLM
$35B
$1.15M 0.01%
2,098
-457
-18% -$242K
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 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.