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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
CWST icon
476
Casella Waste Systems
CWST
$5.75B
$1.19M 0.01%
12,541
-546
-4% -$55K
JGRO icon
477
JPMorgan Active Growth ETF
JGRO
$9.64B
$1.19M 0.01%
12,684
+3,492
+38% +$312K
SBCF icon
478
Seacoast Banking Corp of Florida
SBCF
$3.25B
$1.18M 0.01%
38,929
-181
-0.5% -$5.37K
SXI icon
479
Standex International
SXI
$3.75B
$1.18M 0.01%
+5,555
New +$1.05M
DOW icon
480
Dow Inc
DOW
$22.5B
$1.17M 0.01%
50,937
-65,734
-56% -$1.64M
SEIX icon
481
Virtus SEIX Senior Loan ETF
SEIX
$249M
$1.17M 0.01%
49,406
+4,867
+11% +$115K
CTSH icon
482
Cognizant
CTSH
$20.4B
$1.16M 0.01%
17,275
-306
-2% -$22.1K
CXT icon
483
Crane NXT
CXT
$2.98B
$1.15M 0.01%
17,181
-105
-0.6% -$6.25K
DVN icon
484
Devon Energy
DVN
$51.8B
$1.15M 0.01%
32,840
+1,069
+3% +$36.4K
TROW icon
485
T. Rowe Price
TROW
$24.9B
$1.15M 0.01%
11,204
+186
+2% +$19.5K
CLX icon
486
Clorox
CLX
$11.6B
$1.15M 0.01%
9,307
-767
-8% -$95.2K
PSA icon
487
Public Storage
PSA
$54.7B
$1.15M 0.01%
3,969
+44
+1% +$12.6K
TPR icon
488
Tapestry
TPR
$29B
$1.14M 0.01%
10,068
+6,050
+151% +$633K
GNTX icon
489
Gentex
GNTX
$5.09B
$1.13M 0.01%
39,867
-21,527
-35% -$572K
OEF icon
490
iShares S&P 100 ETF
OEF
$20.1B
$1.12M 0.01%
3,375
-194
-5% -$61.7K
ACIW icon
491
ACI Worldwide
ACIW
$5.56B
$1.12M 0.01%
+21,280
New +$1.01M
TECH icon
492
Bio-Techne
TECH
$11.2B
$1.12M 0.01%
20,159
-4,987
-20% -$267K
UCB
493
United Community Banks
UCB
$4.19B
$1.12M 0.01%
35,583
+607
+2% +$19.2K
GJAN icon
494
FT Vest US Equity Moderate Buffer ETF January
GJAN
$438M
$1.11M 0.01%
26,688
+2,835
+12% +$116K
NVO
495
Novo Nordisk
NVO
$213B
$1.11M 0.01%
20,028
-836
-4% -$48.9K
LSCC icon
496
Lattice Semiconductor
LSCC
$18.8B
$1.11M 0.01%
+15,131
New +$921K
OTIS icon
497
Otis Worldwide
OTIS
$27B
$1.11M 0.01%
12,102
-648
-5% -$58.8K
IYR icon
498
iShares US Real Estate ETF
IYR
$4.5B
$1.1M 0.01%
11,378
+3,432
+43% +$330K
KR icon
499
Kroger
KR
$35.3B
$1.09M 0.01%
16,171
-125
-0.8% -$8.7K
FCNCA icon
500
First Citizens BancShares
FCNCA
$24.1B
$1.09M 0.01%
608
-1
-0.2% -$1.97K
18 19
20
21 22

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.