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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
SOLV icon
676
Solventum
SOLV
$13.9B
$476K 0.01%
6,279
-1,072
-15% -$75.9K
YUMC icon
677
Yum China
YUMC
$15.3B
$476K 0.01%
10,645
-1,449
-12% -$64.8K
LKQ icon
678
LKQ Corp
LKQ
$6.69B
$474K 0.01%
12,810
-944
-7% -$37.7K
SGOV icon
679
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$473K 0.01%
4,695
+174
+4% +$17.5K
TAXF icon
680
American Century Diversified Municipal Bond ETF
TAXF
$684M
$472K 0.01%
9,653
-662
-6% -$32.3K
DXJ icon
681
WisdomTree Japan Hedged Equity Fund
DXJ
$7.23B
$472K 0.01%
4,126
-2,115
-34% -$231K
XEL icon
682
Xcel Energy
XEL
$50.4B
$471K 0.01%
6,921
+85
+1% +$5.89K
CNC icon
683
Centene
CNC
$31.6B
$471K 0.01%
8,678
+3,642
+72% +$214K
THRM icon
684
Gentherm
THRM
$1.29B
$471K 0.01%
+16,637
New +$442K
DOX icon
685
Amdocs
DOX
$5.64B
$469K 0.01%
5,135
+73
+1% +$6.53K
VTEB icon
686
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$467K 0.01%
9,533
-636
-6% -$31.1K
VICI icon
687
VICI Properties
VICI
$29.5B
$464K 0.01%
14,222
-224
-2% -$7.13K
GEN icon
688
Gen Digital
GEN
$16.1B
$463K 0.01%
15,750
+538
+4% +$14.7K
CP icon
689
Canadian Pacific Kansas City
CP
$81.1B
$461K 0.01%
5,817
-6,443
-53% -$496K
BMI icon
690
Badger Meter
BMI
$3.71B
$461K 0.01%
1,881
+526
+39% +$119K
MEDP icon
691
Medpace
MEDP
$16.5B
$453K 0.01%
1,442
-1,207
-46% -$362K
IJT icon
692
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.25B
$447K 0.01%
3,358
-133
-4% -$16.7K
AER icon
693
AerCap
AER
$23.9B
$444K 0.01%
3,797
-2,717
-42% -$294K
FTV icon
694
Fortive
FTV
$19.2B
$442K 0.01%
8,478
-3,246
-28% -$170K
GXO icon
695
GXO Logistics
GXO
$6.13B
$441K 0.01%
9,059
+262
+3% +$10.4K
XSD icon
696
State Street SPDR S&P Semiconductor ETF
XSD
$2.75B
$441K 0.01%
+1,719
New +$370K
IFLN
697
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$308M
$440K 0.01%
23,811
+392
+2% +$7.09K
RFG icon
698
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$345M
$439K 0.01%
8,996
+22
+0.2% +$1.01K
SHM icon
699
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$435K 0.01%
9,097
+42
+0.5% +$1.99K
USFD icon
700
US Foods
USFD
$21.9B
$432K 0.01%
5,613
+84
+2% +$5.99K
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 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.