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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
PNW icon
601
Pinnacle West Capital
PNW
$12.9B
$704K 0.01%
7,848
-24
-0.3% -$2.16K
FNDF icon
602
Schwab Fundamental International Large Company Index ETF
FNDF
$24.5B
$701K 0.01%
16,322
-464
-3% -$19.3K
ADM icon
603
Archer Daniels Midland
ADM
$42.1B
$697K 0.01%
11,669
-43
-0.4% -$2.52K
CTVA icon
604
Corteva
CTVA
$59.2B
$692K 0.01%
10,236
-111
-1% -$8.04K
ALGM icon
605
Allegro MicroSystems
ALGM
$9.29B
$691K 0.01%
23,670
-77
-0.3% -$2.49K
BP icon
606
BP
BP
$112B
$688K 0.01%
19,959
-801
-4% -$26.8K
DAL icon
607
Delta Air Lines
DAL
$54.9B
$686K 0.01%
12,093
-338
-3% -$19.3K
CHE icon
608
Chemed
CHE
$6.68B
$686K 0.01%
1,533
-523
-25% -$237K
JMOM icon
609
JPMorgan US Momentum Factor ETF
JMOM
$2.46B
$678K 0.01%
9,976
+497
+5% +$32.6K
REVG
610
DELISTED
REV Group
REVG
$677K 0.01%
11,939
-16,701
-58% -$887K
SPXC icon
611
SPX Corp
SPXC
$11B
$671K 0.01%
3,591
-900
-20% -$166K
ATO icon
612
Atmos Energy
ATO
$29.8B
$664K 0.01%
3,888
– –
TSCO icon
613
Tractor Supply
TSCO
$15.4B
$660K 0.01%
11,603
+142
+1% +$8.36K
SYF icon
614
Synchrony
SYF
$24.5B
$659K 0.01%
9,270
-35
-0.4% -$2.54K
SCHM icon
615
Schwab US Mid-Cap ETF
SCHM
$14.7B
$658K 0.01%
22,185
-491
-2% -$14.3K
MOAT icon
616
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$656K 0.01%
6,620
+961
+17% +$93.7K
LHX icon
617
L3Harris
LHX
$53.1B
$652K 0.01%
2,131
+601
+39% +$164K
LEU icon
618
Centrus Energy
LEU
$3.43B
$650K 0.01%
2,097
– –
CDW icon
619
CDW
CDW
$16.6B
$650K 0.01%
4,079
-3,369
-45% -$573K
ARLO icon
620
Arlo Technologies
ARLO
$1.4B
$649K 0.01%
38,287
-1,300
-3% -$22.1K
JPIN icon
621
JPMorgan Diversified Return International Equity ETF
JPIN
$363M
$644K 0.01%
9,662
+26
+0.3% +$1.7K
GBIL icon
622
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.67B
$643K 0.01%
6,415
+112
+2% +$11.2K
CALF icon
623
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.56B
$639K 0.01%
14,589
-810
-5% -$34.2K
TXT icon
624
Textron
TXT
$15.9B
$638K 0.01%
7,556
-32
-0.4% -$2.61K
XLI icon
625
State Street Industrial Select Sector SPDR ETF
XLI
$33.2B
$634K 0.01%
4,111
+5
+0.1% +$757
23 24
25
26 27

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.