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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
OXY icon
576
Occidental Petroleum
OXY
$53.6B
$713K 0.01%
16,969
-722
-4% -$30.2K
PNW icon
577
Pinnacle West Capital
PNW
$12.9B
$704K 0.01%
7,872
+333
+4% +$30.5K
GSST icon
578
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.57B
$703K 0.01%
13,900
+80
+0.6% +$4.03K
FIS icon
579
Fidelity National Information Services
FIS
$23.1B
$701K 0.01%
8,608
+213
+3% +$16.6K
PSK icon
580
State Street SPDR ICE Preferred Securities ETF
PSK
$693M
$698K 0.01%
21,986
+763
+4% +$24.1K
DFAI
581
Dimensional International Core Equity Market ETF
DFAI
$17.3B
$698K 0.01%
20,182
+1,180
+6% +$38.7K
RBA icon
582
RB Global
RBA
$21.8B
$697K 0.01%
+6,565
New +$673K
VHT icon
583
Vanguard Health Care ETF
VHT
$18.6B
$697K 0.01%
2,798
+70
+3% +$17.3K
EXC icon
584
Exelon
EXC
$49B
$692K 0.01%
15,947
+5,904
+59% +$263K
IGM icon
585
iShares Expanded Tech Sector ETF
IGM
$9.82B
$688K 0.01%
6,125
-59
-1% -$5.79K
QTEC icon
586
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.44B
$688K 0.01%
3,233
-158
-5% -$29.6K
IYY icon
587
iShares Dow Jones US ETF
IYY
$2.94B
$674K 0.01%
4,465
+6
+0.1% +$836
FNDF icon
588
Schwab Fundamental International Large Company Index ETF
FNDF
$24.5B
$672K 0.01%
16,786
+1,912
+13% +$72.1K
ARLO icon
589
Arlo Technologies
ARLO
$1.56B
$671K 0.01%
39,587
– –
AIR icon
590
AAR Corp
AIR
$5.5B
$670K 0.01%
9,737
+310
+3% +$18.6K
NLR icon
591
VanEck Uranium + Nuclear Energy ETF
NLR
$3.81B
$661K 0.01%
+5,947
New +$529K
RWR icon
592
State Street SPDR Dow Jones REIT ETF
RWR
$1.91B
$660K 0.01%
6,835
+126
+2% +$12.1K
MGC icon
593
Vanguard Mega Cap 300 Index ETF
MGC
$9.9B
$660K 0.01%
2,933
-31
-1% -$6.42K
SPYM
594
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$658K 0.01%
9,046
+832
+10% +$55.9K
EVRG icon
595
Evergy
EVRG
$20B
$655K 0.01%
9,507
+264
+3% +$17.7K
APO icon
596
Apollo Global Management
APO
$71.7B
$654K 0.01%
4,610
-7
-0.2% -$928
MUFG icon
597
Mitsubishi UFJ Financial
MUFG
$254B
$653K 0.01%
47,581
-14,788
-24% -$191K
RCL icon
598
Royal Caribbean
RCL
$85.8B
$652K 0.01%
2,083
+23
+1% +$5.48K
UFPI icon
599
UFP Industries
UFPI
$5.16B
$647K 0.01%
6,511
+330
+5% +$33.3K
VCYT icon
600
Veracyte
VCYT
$4.47B
$647K 0.01%
23,923
+1,337
+6% +$38.7K
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 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.