We are live on ! Find out more
SF

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
UBSI icon
476
United Bankshares
UBSI
$6.69B
$1.15M 0.01%
31,535
+3,250
+11% +$114K
CRWD icon
477
CrowdStrike
CRWD
$183B
$1.14M 0.01%
8,952
+1,128
+14% +$122K
UCON icon
478
First Trust Smith Unconstrained Bond ETF
UCON
$3.26B
$1.14M 0.01%
45,666
+4,972
+12% +$123K
FLS icon
479
Flowserve
FLS
$8.94B
$1.13M 0.01%
+21,607
New +$1.02M
MCK icon
480
McKesson
MCK
$104B
$1.13M 0.01%
1,539
-38
-2% -$26.8K
KD icon
481
Kyndryl
KD
$3.09B
$1.1M 0.01%
26,193
+49
+0.2% +$1.77K
VRSN icon
482
VeriSign
VRSN
$26.3B
$1.09M 0.01%
3,767
– –
OEF icon
483
iShares S&P 100 ETF
OEF
$19.5B
$1.09M 0.01%
3,569
-22
-0.6% -$6.13K
WELL icon
484
Welltower
WELL
$173B
$1.08M 0.01%
7,044
+536
+8% +$80.1K
SBCF icon
485
Seacoast Banking Corp of Florida
SBCF
$3.32B
$1.08M 0.01%
39,110
+1,233
+3% +$30.5K
MELI icon
486
Mercado Libre
MELI
$94.5B
$1.08M 0.01%
412
-98
-19% -$229K
RGEN icon
487
Repligen
RGEN
$6.91B
$1.07M 0.01%
8,619
-7,924
-48% -$1.01M
TROW icon
488
T. Rowe Price
TROW
$25.5B
$1.06M 0.01%
11,018
-136
-1% -$12.5K
VGSH icon
489
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$1.06M 0.01%
17,996
+130
+0.7% +$7.62K
TBLL icon
490
Invesco Short Term Treasury ETF
TBLL
$2.61B
$1.06M 0.01%
10,008
-276
-3% -$29.1K
SEIX icon
491
Virtus SEIX Senior Loan ETF
SEIX
$249M
$1.05M 0.01%
44,539
-11,226
-20% -$263K
UCB
492
United Community Banks
UCB
$4.26B
$1.04M 0.01%
34,976
+479
+1% +$13.3K
GM icon
493
General Motors
GM
$80.9B
$1.03M 0.01%
21,004
+217
+1% +$10.3K
BL icon
494
BlackLine
BL
$1.9B
$1.03M 0.01%
18,173
+2,995
+20% +$155K
FLOT icon
495
iShares Floating Rate Bond ETF
FLOT
$10.2B
$1.02M 0.01%
20,039
-2,955
-13% -$150K
EXP icon
496
Eagle Materials
EXP
$6.49B
$1.02M 0.01%
5,052
+161
+3% +$34.7K
NU icon
497
Nu Holdings
NU
$67.8B
$1.02M 0.01%
74,183
– –
CACI icon
498
CACI
CACI
$10.8B
$1.02M 0.01%
2,131
+245
+13% +$109K
DVN icon
499
Devon Energy
DVN
$51.3B
$1.01M 0.01%
31,771
+4,824
+18% +$154K
TIP icon
500
iShares TIPS Bond ETF
TIP
$14.5B
$1.01M 0.01%
9,171
+84
+0.9% +$9.16K
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 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.