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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
VGSH icon
501
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$1.09M 0.01%
18,442
+446
+2% +$26.2K
SHYG icon
502
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$1.08M 0.01%
25,023
+2,269
+10% +$97.7K
CACI icon
503
CACI
CACI
$10.3B
$1.08M 0.01%
2,160
+29
+1% +$14K
GMAB icon
504
Genmab
GMAB
$17.7B
$1.07M 0.01%
34,883
+85
+0.2% +$2.07K
RGEN icon
505
Repligen
RGEN
$7.9B
$1.06M 0.01%
7,904
-715
-8% -$86.8K
SIVR icon
506
abrdn Physical Silver Shares ETF
SIVR
$4.14B
$1.06M 0.01%
23,742
– –
VRSN icon
507
VeriSign
VRSN
$23.9B
$1.06M 0.01%
3,776
+9
+0.2% +$2.52K
BL icon
508
BlackLine
BL
$1.63B
$1.05M 0.01%
19,862
+1,689
+9% +$91.2K
TIP icon
509
iShares TIPS Bond ETF
TIP
$14.5B
$1.05M 0.01%
9,408
+237
+3% +$26.2K
RYAAY icon
510
Ryanair
RYAAY
$30.3B
$1.03M 0.01%
+17,185
New +$1.05M
WNS
511
DELISTED
WNS Holdings
WNS
$1.03M 0.01%
13,533
-132
-1% -$9.87K
CRWD icon
512
CrowdStrike
CRWD
$192B
$1.03M 0.01%
8,408
-544
-6% -$61.8K
NTRS icon
513
Northern Trust
NTRS
$33.1B
$1.03M 0.01%
7,655
-20
-0.3% -$2.57K
NICE icon
514
Nice
NICE
$5.19B
$1.03M 0.01%
+7,086
New +$1.06M
CG icon
515
Carlyle Group
CG
$15.9B
$1.02M 0.01%
16,330
-87
-0.5% -$5.43K
FV icon
516
First Trust Dorsey Wright Focus 5 ETF
FV
$3.69B
$1.02M 0.01%
16,518
-363
-2% -$22.1K
UCON icon
517
First Trust Smith Unconstrained Bond ETF
UCON
$3.26B
$1.02M 0.01%
40,453
-5,213
-11% -$130K
FLOT icon
518
iShares Floating Rate Bond ETF
FLOT
$10.1B
$1.01M 0.01%
19,845
-194
-1% -$9.89K
FVD icon
519
First Trust Value Line Dividend Fund
FVD
$8.18B
$1.01M 0.01%
21,834
-723
-3% -$33.1K
IJJ icon
520
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.82B
$1.01M 0.01%
7,767
+116
+2% +$14.9K
RCL icon
521
Royal Caribbean
RCL
$76.7B
$998K 0.01%
3,083
+1,000
+48% +$334K
KIM icon
522
Kimco Realty
KIM
$17.6B
$993K 0.01%
45,426
-166
-0.4% -$3.61K
PCOR icon
523
Procore
PCOR
$6.28B
$991K 0.01%
13,592
+4,436
+48% +$310K
FNY icon
524
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$587M
$988K 0.01%
10,777
-1,438
-12% -$124K
CME icon
525
CME Group
CME
$90.1B
$982K 0.01%
3,634
-3,296
-48% -$897K
19 20
21
22 23

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.