We are live on ! Find out more
SF

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
IVV icon
51
iShares Core S&P 500 ETF
IVV
$888B
$26M 0.3%
38,761
+1,265
+3% +$815K
T icon
52
AT&T
T
$159B
$25.4M 0.29%
899,194
+62,342
+7% +$1.77M
WMT icon
53
Walmart Inc
WMT
$866B
$25.2M 0.29%
244,975
+4,055
+2% +$404K
COWZ icon
54
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$25.2M 0.29%
438,690
+19,233
+5% +$1.09M
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.06T
$25M 0.29%
49,645
+1,765
+4% +$855K
RTX icon
56
RTX Corp
RTX
$263B
$24.8M 0.28%
148,262
+3,411
+2% +$529K
GPC icon
57
Genuine Parts
GPC
$16.7B
$24.8M 0.28%
178,726
-853
-0.5% -$114K
PG icon
58
Procter & Gamble
PG
$350B
$24.6M 0.28%
160,127
+5,787
+4% +$904K
VXUS icon
59
Vanguard Total International Stock ETF
VXUS
$155B
$23.2M 0.27%
315,641
+27,333
+9% +$1.94M
IBM icon
60
IBM
IBM
$196B
$23M 0.26%
81,416
+1,720
+2% +$450K
IEFA icon
61
iShares Core MSCI EAFE ETF
IEFA
$188B
$22.2M 0.25%
254,125
+39,015
+18% +$3.32M
ABT icon
62
Abbott
ABT
$175B
$22M 0.25%
164,218
+3,718
+2% +$488K
CAT icon
63
Caterpillar
CAT
$414B
$21.8M 0.25%
45,606
+3,826
+9% +$1.63M
MRK icon
64
Merck
MRK
$316B
$21.5M 0.25%
256,591
-2,141
-0.8% -$176K
MA icon
65
Mastercard
MA
$473B
$21.5M 0.25%
37,705
+47
+0.1% +$27K
IWP icon
66
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$19.4M 0.22%
136,009
+1,716
+1% +$242K
DUK icon
67
Duke Energy
DUK
$99.4B
$18.5M 0.21%
149,310
+7,494
+5% +$909K
ETN icon
68
Eaton
ETN
$159B
$18.4M 0.21%
49,166
+1,157
+2% +$421K
TFC icon
69
Truist Financial
TFC
$63.1B
$18M 0.21%
393,992
-28,416
-7% -$1.28M
TJX icon
70
TJX Companies
TJX
$171B
$17.7M 0.2%
122,486
+3,526
+3% +$468K
JHSC icon
71
John Hancock Multifactor Small Cap ETF
JHSC
$704M
$17.5M 0.2%
418,561
-272
-0.1% -$11.1K
VIG icon
72
Vanguard Dividend Appreciation ETF
VIG
$111B
$17.3M 0.2%
80,116
+3,791
+5% +$796K
ADP icon
73
Automatic Data Processing
ADP
$97.5B
$17.3M 0.2%
58,784
-57
-0.1% -$17.2K
GS icon
74
Goldman Sachs
GS
$324B
$17.2M 0.2%
21,637
+1,438
+7% +$1.07M
WM icon
75
Waste Management
WM
$94.8B
$17.2M 0.2%
77,706
-354
-0.5% -$79.7K
1 2
3
4 5

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.