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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
HD icon
26
Home Depot
HD
$332B
$59.9M 0.73%
163,385
-20,114
-11% -$7.28M
PRF icon
27
Invesco FTSE RAFI US 1000 ETF
PRF
$9.73B
$52.1M 0.64%
1,231,705
+6,905
+0.6% +$276K
META icon
28
Meta Platforms (Facebook)
META
$1.51T
$45M 0.55%
60,954
-3,212
-5% -$1.98M
EFA icon
29
iShares MSCI EAFE ETF
EFA
$76.4B
$43M 0.53%
480,653
+17,921
+4% +$1.53M
XOM icon
30
ExxonMobil
XOM
$651B
$38.2M 0.47%
354,376
+2,270
+0.6% +$243K
COST icon
31
Costco
COST
$415B
$37.7M 0.46%
38,090
-442
-1% -$439K
VTI icon
32
Vanguard Total Stock Market ETF
VTI
$654B
$37.6M 0.46%
123,656
+106,061
+603% +$29.8M
ORCL icon
33
Oracle
ORCL
$331B
$37.2M 0.46%
170,127
+15
+0% +$2.42K
JEPI icon
34
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$37M 0.45%
650,275
+26,911
+4% +$1.49M
VOO icon
35
Vanguard S&P 500 ETF
VOO
$968B
$34.4M 0.42%
60,502
+5,917
+11% +$3.11M
SHY icon
36
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$34.3M 0.42%
414,500
+90,126
+28% +$7.44M
JNJ icon
37
Johnson & Johnson
JNJ
$635B
$34.3M 0.42%
224,535
-2,022
-0.9% -$311K
CVX icon
38
Chevron
CVX
$388B
$31.2M 0.38%
218,182
-195
-0.1% -$27.5K
V icon
39
Visa
V
$677B
$30M 0.37%
84,545
-1,731
-2% -$603K
MCD icon
40
McDonald's
MCD
$188B
$28.3M 0.35%
96,955
-1,275
-1% -$393K
QQQ icon
41
Invesco QQQ Trust
QQQ
$455B
$27.5M 0.34%
49,885
+5,404
+12% +$2.69M
VFH icon
42
Vanguard Financials ETF
VFH
$13.3B
$27.5M 0.34%
215,975
-1,222
-0.6% -$146K
HGER icon
43
Harbor Commodity All-Weather Strategy ETF
HGER
$3.66B
$27.5M 0.34%
1,131,219
+155,828
+16% +$3.73M
DVY icon
44
iShares Select Dividend ETF
DVY
$24B
$27.2M 0.33%
204,864
+599
+0.3% +$77.6K
CSCO icon
45
Cisco
CSCO
$450B
$27.1M 0.33%
390,983
-1,990
-0.5% -$122K
QGRO icon
46
American Century US Quality Growth ETF
QGRO
$1.98B
$27.1M 0.33%
248,184
+151
+0.1% +$15.1K
LMT icon
47
Lockheed Martin
LMT
$134B
$27.1M 0.33%
58,415
+229
+0.4% +$107K
GOOG icon
48
Alphabet (Google) Class C
GOOG
$3.9T
$25.2M 0.31%
142,232
-3,547
-2% -$586K
PG icon
49
Procter & Gamble
PG
$343B
$24.6M 0.3%
154,340
-23,565
-13% -$3.85M
T icon
50
AT&T
T
$165B
$24.2M 0.3%
836,852
-21,106
-2% -$582K
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 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.