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Synovus Financial

Synovus Financial Portfolio holdings

AUM $8.74B Turnover 10.47%
1-Year Est. Return 12.78%
 

Synovus Financial Corp, a banking and financial services firm that began as Columbus Bank and Trust Company, was bought by Pinnacle Financial Partners in an all-stock deal completed in January 2026. Branches keep the Synovus name until 2027, when they switch to Pinnacle's. The bank opened in 1888 after a textile mill worker's savings, sewn into her dress hem, spilled onto the floor; a mill executive offered to keep the money in the mill safe and pay her interest, and the service soon opened to all company employees. Columbus Bank and Trust started the card-processing business TSYS in 1959, and Synovus spun it off as a separate company in 2007. In 2010 Synovus combined thirty separate state bank charters into a single charter, and in 2019 it bought FCB Financial Holdings, owner of Florida Community Bank.

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
Avg Time Held
5.7 years
Top 10 Avg Time Held
6.8 years
Top 20 Avg Time Held
5.9 years

Sector Composition

Rank Sector Weight
1 Miscellaneous 44.22%
2 Technology 11.67%
3 Industrials 11.04%
4 Financials 9.44%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow Held Since
GVI icon
26
iShares Intermediate Government/Credit Bond ETF
GVI
$3.85B
$62M 0.71%
576,665
+14,800
+3% +$1.58M
2024 Q2
5 quarters
VOO icon
27
Vanguard S&P 500 ETF
VOO
$1.02T
$57.9M 0.66%
94,529
+34,027
+56% +$20.1M
2014 Q4
43 quarters
PRF icon
28
Invesco FTSE RAFI US 1000 ETF
PRF
$10.1B
$55.8M 0.64%
1,233,291
+1,586
+0.1% +$69.3K
2013 Q4
47 quarters
EFA icon
29
iShares MSCI EAFE ETF
EFA
$76.7B
$52.7M 0.6%
564,523
+83,870
+17% +$7.62M
2013 Q2
49 quarters
VTI icon
30
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$50.7M 0.58%
154,364
+30,708
+25% +$9.7M
2013 Q2
49 quarters
ORCL icon
31
Oracle
ORCL
$396B
$50.3M 0.57%
178,670
+8,543
+5% +$2.18M
2013 Q2
49 quarters
META icon
32
Meta Platforms (Facebook)
META
$1.6T
$45.4M 0.52%
61,866
+912
+1% +$679K
2013 Q2
49 quarters
JNJ icon
33
Johnson & Johnson
JNJ
$658B
$42.7M 0.49%
230,188
+5,653
+3% +$969K
2013 Q2
49 quarters
XOM icon
34
ExxonMobil
XOM
$764B
$42.2M 0.48%
374,134
+19,758
+6% +$2.2M
2013 Q2
49 quarters
JEPI icon
35
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$39.2M 0.45%
686,623
+36,348
+6% +$2.06M
2022 Q1
14 quarters
GOOG icon
36
Alphabet (Google) Class C
GOOG
$3.42T
$35.8M 0.41%
147,132
+4,900
+3% +$1.03M
2013 Q2
49 quarters
COST icon
37
Costco
COST
$449B
$35.6M 0.41%
38,449
+359
+0.9% +$344K
2013 Q2
49 quarters
CVX icon
38
Chevron
CVX
$459B
$34.3M 0.39%
220,570
+2,388
+1% +$370K
2013 Q2
49 quarters
SHY icon
39
iShares 1-3 Year Treasury Bond ETF
SHY
$27.3B
$33.8M 0.39%
406,980
-7,520
-2% -$622K
2013 Q2
49 quarters
HGER icon
40
Harbor Commodity All-Weather Strategy ETF
HGER
$4.94B
$31.1M 0.36%
1,203,559
+72,340
+6% +$1.8M
2022 Q2
13 quarters
LMT icon
41
Lockheed Martin
LMT
$147B
$30M 0.34%
60,004
+1,589
+3% +$721K
2013 Q2
49 quarters
QQQ icon
42
Invesco QQQ Trust
QQQ
$466B
$29.7M 0.34%
49,499
-386
-0.8% -$221K
2013 Q2
49 quarters
MCD icon
43
McDonald's
MCD
$183B
$29.6M 0.34%
97,433
+478
+0.5% +$145K
2013 Q2
49 quarters
DVY icon
44
iShares Select Dividend ETF
DVY
$23.7B
$29.5M 0.34%
207,249
+2,385
+1% +$330K
2013 Q2
49 quarters
V icon
45
Visa
V
$773B
$29.4M 0.34%
86,020
+1,475
+2% +$510K
2013 Q2
49 quarters
QGRO icon
46
American Century US Quality Growth ETF
QGRO
$1.9B
$29.3M 0.34%
255,814
+7,630
+3% +$845K
2019 Q2
25 quarters
ABBV icon
47
AbbVie
ABBV
$521B
$28.9M 0.33%
124,959
+2,358
+2% +$480K
2013 Q2
49 quarters
VFH icon
48
Vanguard Financials ETF
VFH
$13.4B
$28.5M 0.33%
216,804
+829
+0.4% +$107K
2013 Q3
48 quarters
CSCO icon
49
Cisco
CSCO
$412B
$27.3M 0.31%
399,164
+8,181
+2% +$558K
2013 Q2
49 quarters
BAC icon
50
Bank of America
BAC
$346B
$26.8M 0.31%
520,174
+8,387
+2% +$409K
2013 Q2
49 quarters

Similar funds

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 Miscellaneous at 44% of assets, up from 43% a quarter earlier, followed by Technology and Industrials.

  • 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.