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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
OKLO
626
Oklo
OKLO
$6.93B
$589K 0.01%
+10,525
New +$406K
MCO icon
627
Moody's
MCO
$83.4B
$588K 0.01%
1,173
-27
-2% -$12.5K
SCZ icon
628
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$583K 0.01%
8,025
+287
+4% +$19.4K
STE icon
629
Steris
STE
$21.9B
$580K 0.01%
2,414
-1,711
-41% -$398K
SLAB icon
630
Silicon Laboratories
SLAB
$7.16B
$579K 0.01%
3,928
-11
-0.3% -$1.3K
DFAE icon
631
Dimensional Emerging Core Equity Market ETF
DFAE
$9.06B
$575K 0.01%
19,853
+4,938
+33% +$133K
EQT icon
632
EQT Corp
EQT
$32.8B
$572K 0.01%
9,811
-6,692
-41% -$361K
MAR icon
633
Marriott International
MAR
$99B
$571K 0.01%
2,089
-3,324
-61% -$834K
SMR icon
634
NuScale Power
SMR
$2.77B
$569K 0.01%
+14,383
New +$361K
CAVA icon
635
CAVA Group
CAVA
$7.48B
$561K 0.01%
6,659
-6
-0.1% -$512
TRMK icon
636
Trustmark
TRMK
$2.74B
$561K 0.01%
15,381
– –
SHOO icon
637
Steven Madden
SHOO
$3.18B
$558K 0.01%
23,274
+3,178
+16% +$74.6K
IGV icon
638
iShares Expanded Tech-Software Sector ETF
IGV
$12.2B
$558K 0.01%
5,092
– –
MANH icon
639
Manhattan Associates
MANH
$9.74B
$552K 0.01%
2,795
+89
+3% +$16.2K
SPOT icon
640
Spotify
SPOT
$103B
$551K 0.01%
718
+23
+3% +$14.8K
SKYY icon
641
First Trust Cloud Computing ETF
SKYY
$2.77B
$548K 0.01%
4,502
-11
-0.2% -$1.2K
HUM icon
642
Humana
HUM
$44.7B
$546K 0.01%
2,233
+68
+3% +$17K
ALGT icon
643
Allegiant Air
ALGT
$2.67B
$546K 0.01%
9,933
-172
-2% -$8.87K
ABNB icon
644
Airbnb
ABNB
$88.7B
$543K 0.01%
+4,103
New +$520K
QCJA
645
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$81M
$542K 0.01%
+26,261
New +$516K
DFIV icon
646
Dimensional International Value ETF
DFIV
$20.8B
$541K 0.01%
+12,635
New +$515K
BLCO icon
647
Bausch + Lomb
BLCO
$5.82B
$539K 0.01%
+41,424
New +$498K
FCFS icon
648
FirstCash
FCFS
$9.25B
$539K 0.01%
3,986
-2,036
-34% -$261K
JEPQ icon
649
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.5B
$535K 0.01%
9,828
+869
+10% +$44.8K
WY icon
650
Weyerhaeuser
WY
$17.6B
$534K 0.01%
20,770
-2,776
-12% -$72.6K
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 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.