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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
SHOO icon
576
Steven Madden
SHOO
$3.18B
$775K 0.01%
23,142
-132
-0.6% -$3.7K
EFG icon
577
iShares MSCI EAFE Growth ETF
EFG
$16.5B
$770K 0.01%
6,762
-382
-5% -$42.6K
SCHA icon
578
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$770K 0.01%
27,590
-980
-3% -$26.2K
EG icon
579
Everest Group
EG
$14.8B
$765K 0.01%
2,184
-9
-0.4% -$3.04K
MUFG icon
580
Mitsubishi UFJ Financial
MUFG
$253B
$760K 0.01%
47,709
+128
+0.3% +$1.9K
PAR icon
581
PAR Technology
PAR
$633M
$757K 0.01%
+19,125
New +$1.06M
STX icon
582
Seagate
STX
$205B
$753K 0.01%
3,188
+708
+29% +$121K
SPYM
583
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$751K 0.01%
9,592
+546
+6% +$41.2K
ATR icon
584
AptarGroup
ATR
$8.24B
$751K 0.01%
5,615
-4,004
-42% -$579K
ONT
585
Onterris Inc
ONT
$718M
$748K 0.01%
27,233
– –
IGM icon
586
iShares Expanded Tech Sector ETF
IGM
$10.3B
$744K 0.01%
5,909
-216
-4% -$25.5K
OXY icon
587
Occidental Petroleum
OXY
$57.2B
$744K 0.01%
15,746
-1,223
-7% -$55.3K
IYY icon
588
iShares Dow Jones US ETF
IYY
$2.96B
$740K 0.01%
4,551
+86
+2% +$13.5K
VLTO icon
589
Veralto
VLTO
$22.4B
$739K 0.01%
6,931
-551
-7% -$58.1K
SNPS icon
590
Synopsys
SNPS
$72.3B
$737K 0.01%
1,493
-8,629
-85% -$4.88M
DFAI
591
Dimensional International Core Equity Market ETF
DFAI
$17.2B
$734K 0.01%
20,182
– –
PSK icon
592
State Street SPDR ICE Preferred Securities ETF
PSK
$696M
$724K 0.01%
21,889
-97
-0.4% -$3.16K
FTHI icon
593
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.38B
$723K 0.01%
+30,473
New +$709K
EVRG icon
594
Evergy
EVRG
$20B
$720K 0.01%
9,474
-33
-0.3% -$2.35K
MGC icon
595
Vanguard Mega Cap 300 Index ETF
MGC
$10B
$716K 0.01%
2,934
+1
+0% +$234
EXC icon
596
Exelon
EXC
$47.8B
$713K 0.01%
15,835
-112
-0.7% -$4.92K
QTEC icon
597
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.56B
$712K 0.01%
3,102
-131
-4% -$28.4K
PGR icon
598
Progressive
PGR
$119B
$710K 0.01%
2,876
+120
+4% +$29.6K
GSST icon
599
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.55B
$709K 0.01%
13,979
+79
+0.6% +$3.99K
RBA icon
600
RB Global
RBA
$20.6B
$707K 0.01%
6,528
-37
-0.6% -$4.15K
22 23
24
25 26

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.