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SF

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 Morningstar 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 Miscellaneous 44.22%
2 Technology 11.67%
3 Industrials 11.04%
4 Financials 9.44%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLG icon
526
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
$978K 0.01%
17,002
+7,434
+78% +$406K
QTWO icon
527
Q2 Holdings
QTWO
$3.87B
$972K 0.01%
13,424
+891
+7% +$73.2K
STAG icon
528
STAG Industrial
STAG
$7.27B
$969K 0.01%
27,461
-110
-0.4% -$3.92K
FDN icon
529
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
$961K 0.01%
3,434
-27
-0.8% -$7.4K
MELI icon
530
Mercado Libre
MELI
$100B
$960K 0.01%
411
-1
-0.2% -$2.4K
IBIT icon
531
iShares Bitcoin Trust
IBIT
$61.8B
$951K 0.01%
14,627
+6,491
+80% +$422K
NLR icon
532
VanEck Uranium + Nuclear Energy ETF
NLR
$4.22B
$950K 0.01%
7,001
+1,054
+18% +$126K
IYW icon
533
iShares US Technology ETF
IYW
$25.5B
$942K 0.01%
4,808
-245
-5% -$44.8K
FDL icon
534
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.08B
$933K 0.01%
21,492
+9,554
+80% +$414K
DLR icon
535
Digital Realty Trust
DLR
$69.9B
$929K 0.01%
5,371
-8
-0.1% -$1.37K
DFAE icon
536
Dimensional Emerging Core Equity Market ETF
DFAE
$10.2B
$927K 0.01%
29,397
+9,544
+48% +$288K
EHC icon
537
Encompass Health
EHC
$12B
$926K 0.01%
7,287
-2,446
-25% -$291K
SOXX icon
538
iShares Semiconductor ETF
SOXX
$42.8B
$922K 0.01%
3,394
+133
+4% +$33.2K
SF
539
Stifel
SF
$12.3B
$920K 0.01%
12,168
-39
-0.3% -$2.92K
VCYT icon
540
Veracyte
VCYT
$3.42B
$915K 0.01%
26,667
+2,744
+11% +$78.7K
PTLC icon
541
Pacer Trendpilot US Large Cap ETF
PTLC
$3.36B
$915K 0.01%
16,714
-2,901
-15% -$153K
ED icon
542
Consolidated Edison
ED
$39.7B
$912K 0.01%
9,071
+173
+2% +$17.4K
TBLL icon
543
Invesco Short Term Treasury ETF
TBLL
$2.59B
$904K 0.01%
8,554
-1,454
-15% -$154K
LMAT icon
544
LeMaitre Vascular
LMAT
$1.84B
$896K 0.01%
10,236
-25
-0.2% -$2.23K
FR icon
545
First Industrial Realty Trust
FR
$8.2B
$894K 0.01%
17,375
-57
-0.3% -$2.86K
WAB icon
546
Wabtec
WAB
$47.8B
$893K 0.01%
4,457
-1,714
-28% -$338K
THRM icon
547
Gentherm
THRM
$1.25B
$889K 0.01%
26,102
+9,465
+57% +$320K
IWX icon
548
iShares Russell Top 200 Value ETF
IWX
$3.99B
$884K 0.01%
10,051
-804
-7% -$69K
VOOG icon
549
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
$883K 0.01%
12,168
-174
-1% -$12K
CRWS icon
550
Crown Crafts
CRWS
$29.3M
$876K 0.01%
300,918
+21,122
+8% +$61.7K
20 21
22
23 24

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 Miscellaneous at 44% of assets, up from 43% a quarter earlier, followed by Technology and Industrials.

  • 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.