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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
REGN icon
701
Regeneron Pharmaceuticals
REGN
$71.3B
$432K 0.01%
822
-1,275
-61% -$712K
ACGL icon
702
Arch Capital
ACGL
$36.8B
$428K 0.01%
4,696
+84
+2% +$7.75K
IDU icon
703
iShares US Utilities ETF
IDU
$1.4B
$427K 0.01%
4,079
+9
+0.2% +$922
SCHO icon
704
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$426K 0.01%
17,456
+1,222
+8% +$29.7K
DKNG icon
705
DraftKings
DKNG
$12B
$425K 0.01%
9,911
+2,132
+27% +$76.5K
PAVE icon
706
Global X US Infrastructure Development ETF
PAVE
$14.1B
$425K 0.01%
9,750
+1,543
+19% +$61.7K
URI icon
707
United Rentals
URI
$70.6B
$424K 0.01%
563
-47
-8% -$31.4K
LEG icon
708
Leggett & Platt
LEG
$1.51B
$424K 0.01%
47,522
+68
+0.1% +$586
ACWI icon
709
iShares MSCI ACWI ETF
ACWI
$32.3B
$421K 0.01%
3,271
-1,245
-28% -$149K
STZ icon
710
Constellation Brands
STZ
$22.8B
$420K 0.01%
2,579
-1,620
-39% -$291K
AIRR icon
711
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.2B
$420K 0.01%
5,158
-2,767
-35% -$204K
SPEM icon
712
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.9B
$420K 0.01%
9,824
+2
+0% +$81
SPIB icon
713
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$419K 0.01%
12,477
-2,762
-18% -$91.4K
TEAM icon
714
Atlassian
TEAM
$25.2B
$415K 0.01%
2,044
-117
-5% -$24.4K
HPE icon
715
Hewlett Packard
HPE
$60.7B
$413K 0.01%
20,187
-119,027
-85% -$2M
OSEA icon
716
Harbor International Compounders ETF
OSEA
$469M
$412K 0.01%
14,077
+778
+6% +$21.6K
VIOO icon
717
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.16B
$408K 0.01%
4,030
-13
-0.3% -$1.24K
WBD icon
718
Warner Bros
WBD
$63.6B
$408K 0.01%
35,595
-7,420
-17% -$69.2K
ATLC icon
719
Atlanticus Holdings
ATLC
$1.57B
$404K ﹤0.01%
7,380
– –
ARW icon
720
Arrow Electronics
ARW
$10.7B
$404K ﹤0.01%
3,170
+41
+1% +$4.71K
FISR icon
721
State Street Fixed Income Sector Rotation ETF
FISR
$489M
$403K ﹤0.01%
15,605
+856
+6% +$21.8K
WDAY icon
722
Workday
WDAY
$37.5B
$402K ﹤0.01%
1,674
-1,348
-45% -$328K
ESGU icon
723
iShares ESG Aware MSCI USA ETF
ESGU
$17.7B
$398K ﹤0.01%
2,940
+1,222
+71% +$153K
FIVN icon
724
FIVE9
FIVN
$2.01B
$396K ﹤0.01%
14,943
-5,486
-27% -$143K
PFL
725
PIMCO Income Strategy Fund
PFL
$383M
$393K ﹤0.01%
47,151
-1,107
-2% -$9.13K
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 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.