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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
VST icon
651
Vistra
VST
$56.2B
$582K 0.01%
2,968
+248
+9% +$49.1K
SDVD icon
652
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$895M
$580K 0.01%
26,824
+12,368
+86% +$264K
REXR icon
653
Rexford Industrial Realty
REXR
$8.3B
$580K 0.01%
14,105
-51
-0.4% -$2K
EUSB icon
654
iShares ESG Advanced Universal USD Bond ETF
EUSB
$712M
$579K 0.01%
13,183
-391
-3% -$17K
AON icon
655
Aon
AON
$75.2B
$574K 0.01%
1,609
-158
-9% -$57.2K
ORI icon
656
Old Republic International
ORI
$10.1B
$573K 0.01%
13,491
-39
-0.3% -$1.5K
TWLO icon
657
Twilio
TWLO
$27.8B
$572K 0.01%
5,713
-21
-0.4% -$2.36K
MANH icon
658
Manhattan Associates
MANH
$8.82B
$571K 0.01%
2,788
-7
-0.3% -$1.48K
FLXR
659
TCW Flexible Income ETF
FLXR
$3.41B
$568K 0.01%
+14,275
New +$565K
FIS icon
660
Fidelity National Information Services
FIS
$21B
$566K 0.01%
8,585
-23
-0.3% -$1.68K
ITA icon
661
iShares US Aerospace & Defense ETF
ITA
$13.6B
$562K 0.01%
2,684
+1,207
+82% +$238K
CSL icon
662
Carlisle Companies
CSL
$13.3B
$562K 0.01%
1,708
-2,408
-59% -$918K
AR icon
663
Antero Resources
AR
$10.9B
$561K 0.01%
+16,712
New +$557K
MCO icon
664
Moody's
MCO
$85.5B
$559K 0.01%
1,173
– –
STIP icon
665
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$559K 0.01%
5,406
+581
+12% +$59.9K
LOPE icon
666
Grand Canyon Education
LOPE
$3.63B
$558K 0.01%
2,541
– –
EQT icon
667
EQT Corp
EQT
$33.8B
$550K 0.01%
10,104
+293
+3% +$15.5K
VCEL icon
668
Vericel Corp
VCEL
$2.28B
$548K 0.01%
17,427
-19
-0.1% -$682
SPOT icon
669
Spotify
SPOT
$97.5B
$548K 0.01%
785
+67
+9% +$46.8K
URI icon
670
United Rentals
URI
$64.8B
$547K 0.01%
573
+10
+2% +$8.91K
USIG icon
671
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$545K 0.01%
10,429
+227
+2% +$11.7K
MAR icon
672
Marriott International
MAR
$97.5B
$542K 0.01%
2,080
-9
-0.4% -$2.42K
FGD icon
673
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.52B
$541K 0.01%
+18,809
New +$539K
LNG icon
674
Cheniere Energy
LNG
$56B
$540K 0.01%
2,295
+956
+71% +$225K
BILL icon
675
BILL Holdings
BILL
$4.17B
$538K 0.01%
10,164
-203
-2% -$9.43K
25 26
27
28 29

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.