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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
+6.25%
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
ZTS icon
526
Zoetis
ZTS
$32.7B
$878K 0.01%
5,629
+259
+5% +$41.1K
IYW icon
527
iShares US Technology ETF
IYW
$23.1B
$876K 0.01%
5,053
+370
+8% +$56.1K
WNS
528
DELISTED
WNS Holdings
WNS
$864K 0.01%
13,665
+928
+7% +$55.6K
LMAT icon
529
LeMaitre Vascular
LMAT
$2.34B
$852K 0.01%
10,261
+424
+4% +$35.4K
SF
530
Stifel
SF
$12.7B
$845K 0.01%
12,207
+240
+2% +$14.7K
CG icon
531
Carlyle Group
CG
$16.6B
$844K 0.01%
16,417
+281
+2% +$12.1K
RRX icon
532
Regal Rexnord
RRX
$13.6B
$844K 0.01%
5,821
-5,861
-50% -$735K
VTIP icon
533
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$843K 0.01%
16,764
– –
FDVV icon
534
Fidelity High Dividend ETF
FDVV
$10.2B
$841K 0.01%
16,167
– –
FR icon
535
First Industrial Realty Trust
FR
$8.83B
$839K 0.01%
17,432
+809
+5% +$39.4K
MTRN icon
536
Materion
MTRN
$4.53B
$822K 0.01%
10,352
-39
-0.4% -$3.08K
FHN icon
537
First Horizon
FHN
$12.2B
$819K 0.01%
38,632
-2,788
-7% -$53.1K
SSD icon
538
Simpson Manufacturing
SSD
$8.27B
$817K 0.01%
5,262
+1,200
+30% +$186K
SIVR icon
539
abrdn Physical Silver Shares ETF
SIVR
$3.97B
$817K 0.01%
23,742
– –
VOOG icon
540
Vanguard S&P 500 Growth ETF
VOOG
$25.3B
$816K 0.01%
12,342
+648
+6% +$38.6K
ALGM icon
541
Allegro MicroSystems
ALGM
$8.23B
$812K 0.01%
23,747
+713
+3% +$17.8K
SPLV icon
542
Invesco S&P 500 Low Volatility ETF
SPLV
$7.3B
$805K 0.01%
11,049
-139
-1% -$10.1K
CRWS icon
543
Crown Crafts
CRWS
$32.5M
$803K 0.01%
279,796
+684
+0.2% +$2.12K
NWL icon
544
Newell Brands
NWL
$2.23B
$801K 0.01%
148,322
– –
EFG icon
545
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$800K 0.01%
7,144
-111
-2% -$11.7K
IGIB icon
546
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$795K 0.01%
14,925
-781
-5% -$40.8K
JGRO icon
547
JPMorgan Active Growth ETF
JGRO
$9.24B
$791K 0.01%
9,192
+4,746
+107% +$369K
FMAR icon
548
FT Vest US Equity Buffer ETF March
FMAR
$1.13B
$787K 0.01%
+17,547
New +$749K
WMB icon
549
Williams Companies
WMB
$85.3B
$786K 0.01%
12,516
+27
+0.2% +$1.59K
AZEK
550
DELISTED
The AZEK Co
AZEK
$783K 0.01%
14,399
+332
+2% +$16.6K
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 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.