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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
AIR icon
551
AAR Corp
AIR
$5.07B
$868K 0.01%
9,679
-58
-0.6% -$4.42K
ULTA icon
552
Ulta Beauty
ULTA
$20.8B
$867K 0.01%
1,585
-54
-3% -$27.7K
ET icon
553
Energy Transfer Partners
ET
$70.1B
$864K 0.01%
50,356
+499
+1% +$8.75K
RWR icon
554
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
$862K 0.01%
8,590
+1,755
+26% +$172K
FHN icon
555
First Horizon
FHN
$12.2B
$853K 0.01%
37,740
-892
-2% -$19.8K
VTIP icon
556
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$851K 0.01%
16,817
+53
+0.3% +$2.67K
FMAR icon
557
FT Vest US Equity Buffer ETF March
FMAR
$1.13B
$850K 0.01%
18,319
+772
+4% +$35.2K
VHT icon
558
Vanguard Health Care ETF
VHT
$17.8B
$845K 0.01%
3,247
+449
+16% +$113K
WMB icon
559
Williams Companies
WMB
$91.1B
$844K 0.01%
13,326
+810
+6% +$47.5K
ZTS icon
560
Zoetis
ZTS
$31.1B
$839K 0.01%
5,732
+103
+2% +$15.6K
RRX icon
561
Regal Rexnord
RRX
$14.3B
$832K 0.01%
5,799
-22
-0.4% -$3.24K
AZTA icon
562
Azenta
AZTA
$1.25B
$831K 0.01%
28,948
-23
-0.1% -$713
MOD icon
563
Modine Manufacturing
MOD
$13.3B
$822K 0.01%
5,785
-1,530
-21% -$195K
IGIB icon
564
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.4B
$818K 0.01%
15,121
+196
+1% +$10.5K
SSD icon
565
Simpson Manufacturing
SSD
$7.68B
$814K 0.01%
4,859
-403
-8% -$72.1K
URA icon
566
Global X Uranium ETF
URA
$5.67B
$807K 0.01%
16,938
+3,813
+29% +$157K
HUBG icon
567
HUB Group
HUBG
$3.11B
$800K 0.01%
23,223
-135
-0.6% -$4.82K
SPLV icon
568
Invesco S&P 500 Low Volatility ETF
SPLV
$7.11B
$799K 0.01%
10,867
-182
-2% -$13.3K
F icon
569
Ford
F
$57.5B
$796K 0.01%
66,554
-2,327
-3% -$26.8K
GFEB icon
570
FT Vest US Equity Moderate Buffer ETF February
GFEB
$379M
$795K 0.01%
19,606
– –
KBR icon
571
KBR
KBR
$4.52B
$790K 0.01%
16,713
+1,420
+9% +$68.9K
CHRD icon
572
Chord Energy
CHRD
$7.74B
$781K 0.01%
7,860
+1,228
+19% +$129K
AVUV icon
573
Avantis US Small Cap Value ETF
AVUV
$29.9B
$779K 0.01%
7,821
-122
-2% -$11.8K
NWL icon
574
Newell Brands
NWL
$2.29B
$777K 0.01%
148,322
– –
ITW icon
575
Illinois Tool Works
ITW
$78.8B
$776K 0.01%
2,974
– –
21 22
23
24 25

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.