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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
CHRD icon
601
Chord Energy
CHRD
$7.45B
$642K 0.01%
6,632
+230
+4% +$21.9K
SCHM icon
602
Schwab US Mid-Cap ETF
SCHM
$14.5B
$636K 0.01%
22,676
+5
+0% +$132
GBIL icon
603
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.64B
$632K 0.01%
6,303
+3,721
+144% +$372K
HEI icon
604
HEICO Corp
HEI
$49.8B
$631K 0.01%
1,925
– –
AON icon
605
Aon
AON
$80.5B
$631K 0.01%
1,767
-1,542
-47% -$559K
PCOR icon
606
Procore
PCOR
$7.24B
$626K 0.01%
9,156
+3,294
+56% +$215K
BP icon
607
BP
BP
$109B
$622K 0.01%
20,760
-4,147
-17% -$122K
SYF icon
608
Synchrony
SYF
$24.7B
$621K 0.01%
9,305
+82
+0.9% +$4.58K
KAI icon
609
Kadant
KAI
$3.7B
$621K 0.01%
1,956
+41
+2% +$12.8K
JPIN icon
610
JPMorgan Diversified Return International Equity ETF
JPIN
$363M
$618K 0.01%
9,636
-416
-4% -$25.2K
ADM icon
611
Archer Daniels Midland
ADM
$39.8B
$618K 0.01%
11,712
-306
-3% -$14.9K
CALF icon
612
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.7B
$613K 0.01%
15,399
-15,825
-51% -$593K
DAL icon
613
Delta Air Lines
DAL
$57.3B
$611K 0.01%
12,431
-47,665
-79% -$2.19M
JMOM icon
614
JPMorgan US Momentum Factor ETF
JMOM
$2.46B
$610K 0.01%
9,479
-2,824
-23% -$166K
TXT icon
615
Textron
TXT
$15.5B
$609K 0.01%
7,588
+215
+3% +$15.6K
SPGI icon
616
S&P Global
SPGI
$123B
$609K 0.01%
1,154
-2,217
-66% -$1.11M
USMV icon
617
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$608K 0.01%
6,477
+916
+16% +$84.3K
XLI icon
618
State Street Industrial Select Sector SPDR ETF
XLI
$33.2B
$606K 0.01%
4,106
-30
-0.7% -$4.09K
DLN icon
619
WisdomTree US LargeCap Dividend Fund
DLN
$6.29B
$606K 0.01%
7,370
-11
-0.1% -$859
TSCO icon
620
Tractor Supply
TSCO
$16.9B
$605K 0.01%
11,461
-656
-5% -$33.5K
ACHR icon
621
Archer Aviation
ACHR
$3.62B
$600K 0.01%
55,344
+1,000
+2% +$9.36K
ATO icon
622
Atmos Energy
ATO
$30.2B
$599K 0.01%
3,888
-10,258
-73% -$1.59M
ONT
623
Onterris Inc
ONT
$727M
$596K 0.01%
27,233
+15,000
+123% +$269K
EMXC icon
624
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.6B
$593K 0.01%
9,385
-377
-4% -$21.9K
EUSB icon
625
iShares ESG Advanced Universal USD Bond ETF
EUSB
$713M
$591K 0.01%
13,574
– –
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 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.