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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
HUBG icon
551
HUB Group
HUBG
$2.96B
$781K 0.01%
23,358
-6,193
-21% -$208K
SOXX icon
552
iShares Semiconductor ETF
SOXX
$40.9B
$780K 0.01%
3,261
-151
-4% -$30.3K
CTVA icon
553
Corteva
CTVA
$59.4B
$771K 0.01%
10,347
-416
-4% -$27.7K
ULTA icon
554
Ulta Beauty
ULTA
$21.5B
$767K 0.01%
1,639
-1,619
-50% -$669K
GFEB icon
555
FT Vest US Equity Moderate Buffer ETF February
GFEB
$377M
$764K 0.01%
19,606
– –
OGE icon
556
OGE Energy
OGE
$10.3B
$764K 0.01%
17,222
+374
+2% +$16.6K
LULU icon
557
lululemon athletica
LULU
$13.7B
$764K 0.01%
3,217
-79
-2% -$21.8K
BABA icon
558
Alibaba
BABA
$277B
$762K 0.01%
6,719
+985
+17% +$117K
VLTO icon
559
Veralto
VLTO
$23.8B
$755K 0.01%
7,482
-209
-3% -$20.2K
IYR icon
560
iShares US Real Estate ETF
IYR
$4.77B
$753K 0.01%
7,946
+89
+1% +$8.3K
SPXC icon
561
SPX Corp
SPXC
$10.5B
$753K 0.01%
4,491
+189
+4% +$27.7K
F icon
562
Ford
F
$59.4B
$747K 0.01%
68,881
+871
+1% +$8.87K
SW
563
Smurfit Westrock
SW
$27.1B
$745K 0.01%
17,276
+57
+0.3% +$2.44K
MCHP icon
564
Microchip Technology
MCHP
$41.7B
$745K 0.01%
10,592
-9,436
-47% -$519K
EG icon
565
Everest Group
EG
$15.8B
$745K 0.01%
2,193
+19
+0.9% +$6.55K
VCEL icon
566
Vericel Corp
VCEL
$2.34B
$742K 0.01%
17,446
+7,022
+67% +$292K
PGR icon
567
Progressive
PGR
$129B
$736K 0.01%
2,756
-2,468
-47% -$677K
ITW icon
568
Illinois Tool Works
ITW
$86B
$735K 0.01%
2,974
-30
-1% -$7.25K
KBR icon
569
KBR
KBR
$4.77B
$733K 0.01%
15,293
+643
+4% +$33.4K
AVUV icon
570
Avantis US Small Cap Value ETF
AVUV
$30.5B
$724K 0.01%
7,943
+518
+7% +$44.6K
SCHA icon
571
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$723K 0.01%
28,570
+38
+0.1% +$898
MOD icon
572
Modine Manufacturing
MOD
$11.3B
$721K 0.01%
7,315
-529
-7% -$47.2K
GMAB icon
573
Genmab
GMAB
$17.9B
$719K 0.01%
34,798
+2,457
+8% +$50.4K
ODFL icon
574
Old Dominion Freight Line
ODFL
$47.5B
$714K 0.01%
4,397
+53
+1% +$8.46K
TWLO icon
575
Twilio
TWLO
$29.4B
$713K 0.01%
+5,734
New +$610K
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 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.