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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
QCJA
626
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$81.5M
$634K 0.01%
29,596
+3,335
+13% +$70.1K
APO icon
627
Apollo Global Management
APO
$68.6B
$632K 0.01%
4,743
+133
+3% +$18.8K
EMXC icon
628
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.1B
$630K 0.01%
9,334
-51
-0.5% -$3.3K
BLCO icon
629
Bausch + Lomb
BLCO
$5.69B
$624K 0.01%
41,424
– –
HEI icon
630
HEICO Corp
HEI
$46.8B
$621K 0.01%
1,925
– –
MCHP icon
631
Microchip Technology
MCHP
$46.2B
$621K 0.01%
9,672
-920
-9% -$62.3K
SCZ icon
632
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$620K 0.01%
8,087
+62
+0.8% +$4.64K
SPDW icon
633
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.1B
$619K 0.01%
14,458
-9,181
-39% -$380K
SPGI icon
634
S&P Global
SPGI
$127B
$616K 0.01%
1,264
+110
+10% +$58.9K
FCFS icon
635
FirstCash
FCFS
$9.15B
$615K 0.01%
3,885
-101
-3% -$14.1K
UFPI icon
636
UFP Industries
UFPI
$4.9B
$613K 0.01%
6,561
+50
+0.8% +$5.05K
XBI icon
637
State Street SPDR S&P Biotech ETF
XBI
$10.2B
$612K 0.01%
6,107
– –
UUUU icon
638
Energy Fuels
UUUU
$3.08B
$610K 0.01%
39,711
+9,147
+30% +$97.1K
TRMK icon
639
Trustmark
TRMK
$2.71B
$609K 0.01%
15,382
+1
+0% +$39
CRS icon
640
Carpenter Technology
CRS
$29.2B
$607K 0.01%
+2,472
New +$632K
ALGT icon
641
Allegiant Air
ALGT
$2.64B
$602K 0.01%
9,904
-29
-0.3% -$1.66K
LULU icon
642
lululemon athletica
LULU
$12.9B
$601K 0.01%
3,378
+161
+5% +$32.3K
KAI icon
643
Kadant
KAI
$3.62B
$599K 0.01%
2,013
+57
+3% +$18.6K
WBD icon
644
Warner Bros
WBD
$64.8B
$596K 0.01%
30,536
-5,059
-14% -$68.9K
PLD icon
645
Prologis
PLD
$135B
$593K 0.01%
5,178
+2,001
+63% +$220K
HUM icon
646
Humana
HUM
$47.7B
$593K 0.01%
2,278
+45
+2% +$11.8K
VTWO icon
647
Vanguard Russell 2000 ETF
VTWO
$17.5B
$590K 0.01%
6,032
+2,545
+73% +$236K
SKYY icon
648
First Trust Cloud Computing ETF
SKYY
$2.76B
$588K 0.01%
4,373
-129
-3% -$16.2K
IGV icon
649
iShares Expanded Tech-Software Sector ETF
IGV
$13.2B
$586K 0.01%
5,092
– –
PCG icon
650
PG&E
PCG
$39.9B
$585K 0.01%
+38,769
New +$565K
24 25
26
27 28

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.