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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
STE icon
676
Steris
STE
$20.5B
$538K 0.01%
2,173
-241
-10% -$57.7K
PAVE icon
677
Global X US Infrastructure Development ETF
PAVE
$14B
$537K 0.01%
11,272
+1,522
+16% +$70K
SHOP icon
678
Shopify
SHOP
$154B
$536K 0.01%
3,606
+353
+11% +$47.9K
ACHR icon
679
Archer Aviation
ACHR
$3.95B
$535K 0.01%
55,844
+500
+0.9% +$4.95K
IJT icon
680
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.26B
$532K 0.01%
3,758
+400
+12% +$55.2K
VLUE icon
681
iShares MSCI USA Value Factor ETF
VLUE
$9.44B
$528K 0.01%
4,221
+16
+0.4% +$1.88K
HAL icon
682
Halliburton
HAL
$27.6B
$525K 0.01%
21,327
-101,967
-83% -$2.26M
VICI icon
683
VICI Properties
VICI
$29.3B
$520K 0.01%
15,944
+1,722
+12% +$56.8K
XEL icon
684
Xcel Energy
XEL
$50.1B
$520K 0.01%
6,442
-479
-7% -$34.7K
FXH icon
685
First Trust Health Care AlphaDEX Fund
FXH
$998M
$518K 0.01%
4,721
-13
-0.3% -$1.36K
ITM icon
686
VanEck Intermediate Muni ETF
ITM
$2.15B
$504K 0.01%
10,825
+2,552
+31% +$117K
ABNB icon
687
Airbnb
ABNB
$83.1B
$501K 0.01%
4,127
+24
+0.6% +$3.1K
HEFA icon
688
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.47B
$501K 0.01%
12,640
– –
AIRR icon
689
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$493K 0.01%
5,095
-63
-1% -$5.63K
HPE icon
690
Hewlett Packard
HPE
$63.7B
$488K 0.01%
19,861
-326
-2% -$7.21K
MAS icon
691
Masco
MAS
$15.7B
$486K 0.01%
6,902
-999
-13% -$70.3K
TAXF icon
692
American Century Diversified Municipal Bond ETF
TAXF
$672M
$486K 0.01%
9,670
+17
+0.2% +$836
DXJ icon
693
WisdomTree Japan Hedged Equity Fund
DXJ
$7.21B
$482K 0.01%
3,761
-365
-9% -$44.8K
GXO icon
694
GXO Logistics
GXO
$6.21B
$476K 0.01%
9,008
-51
-0.6% -$2.62K
WY icon
695
Weyerhaeuser
WY
$17.2B
$473K 0.01%
19,073
-1,697
-8% -$43.4K
DGRW icon
696
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$467K 0.01%
5,250
-499
-9% -$43.3K
IGLD icon
697
FT Vest Gold Strategy Target Income ETF
IGLD
$515M
$467K 0.01%
+19,493
New +$434K
VTEB icon
698
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$464K 0.01%
9,265
-268
-3% -$13.2K
TAP icon
699
Molson Coors Class B
TAP
$7.7B
$463K 0.01%
10,231
-332
-3% -$16.4K
IAT icon
700
iShares US Regional Banks ETF
IAT
$687M
$461K 0.01%
8,765
+2,380
+37% +$124K
26 27
28
29 30

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.