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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
MOAT icon
651
VanEck Morningstar Wide Moat ETF
MOAT
$11.7B
$531K 0.01%
5,659
-112
-2% -$9.82K
VST icon
652
Vistra
VST
$53B
$527K 0.01%
2,720
-50
-2% -$7.4K
USIG icon
653
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$525K 0.01%
10,202
+156
+2% +$7.88K
ORI icon
654
Old Republic International
ORI
$10.5B
$520K 0.01%
13,530
+313
+2% +$11.8K
NEAR icon
655
iShares Short Maturity Bond ETF
NEAR
$4.82B
$519K 0.01%
10,165
+6,098
+150% +$310K
DUOL icon
656
Duolingo
DUOL
$6.19B
$515K 0.01%
1,257
+37
+3% +$16.2K
IWB icon
657
iShares Russell 1000 ETF
IWB
$47.7B
$513K 0.01%
1,510
-303
-17% -$95.1K
URA icon
658
Global X Uranium ETF
URA
$5.6B
$509K 0.01%
+13,125
New +$381K
MAS icon
659
Masco
MAS
$16.4B
$509K 0.01%
7,901
-6,741
-46% -$425K
TAP icon
660
Molson Coors Class B
TAP
$7.71B
$508K 0.01%
10,563
+577
+6% +$31.8K
CBRL icon
661
Cracker Barrel
CBRL
$1.17B
$507K 0.01%
8,300
– –
XBI icon
662
State Street SPDR S&P Biotech ETF
XBI
$10.2B
$507K 0.01%
6,107
-389
-6% -$31K
REXR icon
663
Rexford Industrial Realty
REXR
$8.63B
$504K 0.01%
14,156
+518
+4% +$18.1K
FDL icon
664
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.78B
$500K 0.01%
11,938
+328
+3% +$13.5K
XLG icon
665
Invesco S&P 500 Top 50 ETF
XLG
$10.4B
$498K 0.01%
9,568
-1,006
-10% -$47.9K
IPAR icon
666
Interparfums
IPAR
$3.99B
$498K 0.01%
3,793
-1,773
-32% -$217K
IBIT icon
667
iShares Bitcoin Trust
IBIT
$48.2B
$498K 0.01%
8,136
+2,583
+47% +$145K
STIP icon
668
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$497K 0.01%
4,825
+246
+5% +$25.2K
FXH icon
669
First Trust Health Care AlphaDEX Fund
FXH
$1.02B
$491K 0.01%
4,734
-9
-0.2% -$904
TGTX icon
670
TG Therapeutics
TGTX
$8.53B
$486K 0.01%
13,500
-4,500
-25% -$168K
DGRW icon
671
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$481K 0.01%
5,749
+676
+13% +$53.6K
LOPE icon
672
Grand Canyon Education
LOPE
$3.84B
$480K 0.01%
2,541
+65
+3% +$12K
HEFA icon
673
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$480K 0.01%
12,640
– –
BILL icon
674
BILL Holdings
BILL
$4.47B
$480K 0.01%
10,367
+480
+5% +$21.2K
VLUE icon
675
iShares MSCI USA Value Factor ETF
VLUE
$9.38B
$476K 0.01%
+4,205
New +$444K
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 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.