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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
+6.37%
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
GVI icon
26
iShares Intermediate Government/Credit Bond ETF
GVI
$3.73B
$62M 0.71%
576,665
+14,800
+3% +$1.58M
VOO icon
27
Vanguard S&P 500 ETF
VOO
$981B
$57.9M 0.66%
94,529
+34,027
+56% +$20.1M
PRF icon
28
Invesco FTSE RAFI US 1000 ETF
PRF
$9.76B
$55.8M 0.64%
1,233,291
+1,586
+0.1% +$69.3K
EFA icon
29
iShares MSCI EAFE ETF
EFA
$76.9B
$52.7M 0.6%
564,523
+83,870
+17% +$7.62M
VTI icon
30
Vanguard Total Stock Market ETF
VTI
$662B
$50.7M 0.58%
154,364
+30,708
+25% +$9.7M
ORCL icon
31
Oracle
ORCL
$366B
$50.3M 0.57%
178,670
+8,543
+5% +$2.18M
META icon
32
Meta Platforms (Facebook)
META
$1.63T
$45.4M 0.52%
61,866
+912
+1% +$679K
JNJ icon
33
Johnson & Johnson
JNJ
$599B
$42.7M 0.49%
230,188
+5,653
+3% +$969K
XOM icon
34
ExxonMobil
XOM
$629B
$42.2M 0.48%
374,134
+19,758
+6% +$2.2M
JEPI icon
35
JPMorgan Equity Premium Income ETF
JEPI
$45.2B
$39.2M 0.45%
686,623
+36,348
+6% +$2.06M
GOOG icon
36
Alphabet (Google) Class C
GOOG
$4.22T
$35.8M 0.41%
147,132
+4,900
+3% +$1.03M
COST icon
37
Costco
COST
$412B
$35.6M 0.41%
38,449
+359
+0.9% +$344K
CVX icon
38
Chevron
CVX
$381B
$34.3M 0.39%
220,570
+2,388
+1% +$370K
SHY icon
39
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$33.8M 0.39%
406,980
-7,520
-2% -$622K
HGER icon
40
Harbor Commodity All-Weather Strategy ETF
HGER
$3.64B
$31.1M 0.36%
1,203,559
+72,340
+6% +$1.8M
LMT icon
41
Lockheed Martin
LMT
$117B
$30M 0.34%
60,004
+1,589
+3% +$721K
QQQ icon
42
Invesco QQQ Trust
QQQ
$471B
$29.7M 0.34%
49,499
-386
-0.8% -$221K
MCD icon
43
McDonald's
MCD
$188B
$29.6M 0.34%
97,433
+478
+0.5% +$145K
DVY icon
44
iShares Select Dividend ETF
DVY
$23.7B
$29.5M 0.34%
207,249
+2,385
+1% +$330K
V icon
45
Visa
V
$677B
$29.4M 0.34%
86,020
+1,475
+2% +$511K
QGRO icon
46
American Century US Quality Growth ETF
QGRO
$2.03B
$29.3M 0.34%
255,814
+7,630
+3% +$845K
ABBV icon
47
AbbVie
ABBV
$448B
$28.9M 0.33%
124,959
+2,358
+2% +$480K
VFH icon
48
Vanguard Financials ETF
VFH
$13.3B
$28.5M 0.33%
216,804
+829
+0.4% +$107K
CSCO icon
49
Cisco
CSCO
$442B
$27.3M 0.31%
399,164
+8,181
+2% +$558K
BAC icon
50
Bank of America
BAC
$430B
$26.8M 0.31%
520,174
+8,387
+2% +$409K
1
2
3 4 5

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.