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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
SGOV icon
701
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$460K 0.01%
4,570
-125
-3% -$12.6K
RFG icon
702
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$347M
$459K 0.01%
9,003
+7
+0.1% +$352
IDU icon
703
iShares US Utilities ETF
IDU
$1.4B
$454K 0.01%
4,090
+11
+0.3% +$1.19K
USMV icon
704
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$454K 0.01%
4,770
-1,707
-26% -$160K
REGN icon
705
Regeneron Pharmaceuticals
REGN
$68.5B
$454K 0.01%
807
-15
-2% -$8.48K
AG icon
706
First Majestic Silver
AG
$8.47B
$449K 0.01%
36,554
+1
+0% +$9
AER icon
707
AerCap
AER
$23.8B
$447K 0.01%
3,691
-106
-3% -$12.4K
IUSB icon
708
iShares Core Universal USD Bond ETF
IUSB
$42.7B
$447K 0.01%
9,556
+4,513
+89% +$209K
SMR icon
709
NuScale Power
SMR
$2.96B
$446K 0.01%
12,383
-2,000
-14% -$79.7K
GEN icon
710
Gen Digital
GEN
$15.4B
$445K 0.01%
15,684
-66
-0.4% -$1.97K
VIOO icon
711
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.16B
$445K 0.01%
4,030
– –
TDTT icon
712
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.52B
$445K 0.01%
+18,298
New +$444K
YUMC icon
713
Yum China
YUMC
$14.9B
$443K 0.01%
10,316
-329
-3% -$15K
IFLN
714
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
$442K 0.01%
23,811
– –
SOLV icon
715
Solventum
SOLV
$13.4B
$439K 0.01%
6,020
-259
-4% -$19K
SHM icon
716
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$439K 0.01%
9,107
+10
+0.1% +$481
UBS icon
717
UBS Group
UBS
$173B
$437K 0.01%
10,661
-525
-5% -$20.4K
ATLC icon
718
Atlanticus Holdings
ATLC
$1.43B
$432K ﹤0.01%
7,380
– –
CNQ icon
719
Canadian Natural Resources
CNQ
$95.5B
$429K ﹤0.01%
13,431
+5,299
+65% +$166K
ESGU icon
720
iShares ESG Aware MSCI USA ETF
ESGU
$17.8B
$428K ﹤0.01%
2,941
+1
+0% +$140
USFD icon
721
US Foods
USFD
$21B
$428K ﹤0.01%
5,585
-28
-0.5% -$2.23K
XSD icon
722
State Street SPDR S&P Semiconductor ETF
XSD
$2.98B
$427K ﹤0.01%
1,339
-380
-22% -$107K
ACWI icon
723
iShares MSCI ACWI ETF
ACWI
$33B
$427K ﹤0.01%
3,092
-179
-5% -$23.8K
BMI icon
724
Badger Meter
BMI
$3.66B
$425K ﹤0.01%
2,380
+499
+27% +$98.2K
ACGL icon
725
Arch Capital
ACGL
$34.4B
$425K ﹤0.01%
4,682
-14
-0.3% -$1.25K
27 28
29
30 31

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.