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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
FVD icon
501
First Trust Value Line Dividend Fund
FVD
$8.47B
$1.01M 0.01%
22,557
-1,272
-5% -$55.9K
FNY icon
502
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$579M
$1.01M 0.01%
12,215
+428
+4% +$32.9K
CHE icon
503
Chemed
CHE
$6.82B
$1M 0.01%
2,056
+229
+13% +$130K
FV icon
504
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
$1M 0.01%
16,881
-815
-5% -$45.4K
STAG icon
505
STAG Industrial
STAG
$7.79B
$1M 0.01%
27,571
+921
+3% +$31.8K
PTLC icon
506
Pacer Trendpilot US Large Cap ETF
PTLC
$3.24B
$996K 0.01%
19,615
+10,784
+122% +$528K
SHYG icon
507
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$982K 0.01%
22,754
+8,249
+57% +$349K
LFUS icon
508
Littelfuse
LFUS
$9.78B
$980K 0.01%
4,321
+758
+21% +$149K
ETHE
509
Grayscale Ethereum Staking ETF Shares
ETHE
$1.55B
$980K 0.01%
46,956
-2,124
-4% -$38.7K
NTRS icon
510
Northern Trust
NTRS
$22.2B
$973K 0.01%
7,675
+98
+1% +$10K
SPGP icon
511
Invesco S&P 500 GARP ETF
SPGP
$2.26B
$971K 0.01%
9,010
-19,314
-68% -$1.93M
KIM icon
512
Kimco Realty
KIM
$17.8B
$958K 0.01%
45,592
+795
+2% +$16.5K
SPDW icon
513
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.6B
$957K 0.01%
23,639
+12,887
+120% +$494K
GJAN icon
514
FT Vest US Equity Moderate Buffer ETF January
GJAN
$435M
$953K 0.01%
23,853
+9,087
+62% +$347K
IJJ icon
515
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.93B
$946K 0.01%
7,651
+127
+2% +$14.9K
DLR icon
516
Digital Realty Trust
DLR
$72.2B
$938K 0.01%
5,379
-23
-0.4% -$3.76K
FDN icon
517
First Trust Dow Jones Internet Index Fund ETF
FDN
$5B
$932K 0.01%
3,461
-13
-0.4% -$3.13K
CXT icon
518
Crane NXT
CXT
$3.12B
$932K 0.01%
17,286
+1,941
+13% +$98.9K
NGVT icon
519
Ingevity
NGVT
$2.63B
$926K 0.01%
21,489
+3,952
+23% +$152K
IWX icon
520
iShares Russell Top 200 Value ETF
IWX
$3.97B
$914K 0.01%
10,855
+189
+2% +$15.2K
ET icon
521
Energy Transfer Partners
ET
$69.2B
$904K 0.01%
49,857
-555
-1% -$9.69K
ED icon
522
Consolidated Edison
ED
$41.6B
$893K 0.01%
8,898
-8,384
-49% -$888K
AZTA icon
523
Azenta
AZTA
$1.34B
$892K 0.01%
28,971
+8,414
+41% +$237K
RDVY icon
524
First Trust Rising Dividend Achievers ETF
RDVY
$24.7B
$890K 0.01%
14,173
+2,291
+19% +$135K
NEM icon
525
Newmont
NEM
$96.7B
$882K 0.01%
15,131
-1,010
-6% -$53.9K
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 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.