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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
BAC icon
51
Bank of America
BAC
$435B
$24.2M 0.3%
511,787
-34,293
-6% -$1.44M
WMT icon
52
Walmart Inc
WMT
$871B
$23.6M 0.29%
240,920
-8,959
-4% -$854K
IBM icon
53
IBM
IBM
$202B
$23.5M 0.29%
79,696
+1,282
+2% +$330K
IVV icon
54
iShares Core S&P 500 ETF
IVV
$876B
$23.3M 0.29%
37,496
-574
-2% -$330K
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.07T
$23.3M 0.28%
47,880
-1,142
-2% -$580K
COWZ icon
56
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$23.1M 0.28%
419,457
-37,901
-8% -$2.01M
ABBV icon
57
AbbVie
ABBV
$458B
$22.8M 0.28%
122,601
+1,664
+1% +$309K
ABT icon
58
Abbott
ABT
$180B
$21.8M 0.27%
160,500
+268
+0.2% +$35.3K
GPC icon
59
Genuine Parts
GPC
$17.1B
$21.8M 0.27%
179,579
-6,796
-4% -$818K
MA icon
60
Mastercard
MA
$477B
$21.2M 0.26%
37,658
-894
-2% -$494K
RTX icon
61
RTX Corp
RTX
$287B
$21.2M 0.26%
144,851
+11,358
+9% +$1.51M
MRK icon
62
Merck
MRK
$324B
$20.5M 0.25%
258,732
-468
-0.2% -$37.2K
VXUS icon
63
Vanguard Total International Stock ETF
VXUS
$153B
$19.9M 0.24%
+288,308
New +$18.7M
IWP icon
64
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$18.6M 0.23%
134,293
-2,134
-2% -$270K
TFC icon
65
Truist Financial
TFC
$63.2B
$18.2M 0.22%
422,408
-22,382
-5% -$876K
ADP icon
66
Automatic Data Processing
ADP
$100B
$18.1M 0.22%
58,841
+392
+0.7% +$120K
IEFA icon
67
iShares Core MSCI EAFE ETF
IEFA
$186B
$18M 0.22%
215,110
+23,137
+12% +$1.84M
WM icon
68
Waste Management
WM
$95.9B
$17.9M 0.22%
78,060
-3,093
-4% -$717K
HON icon
69
Honeywell
HON
$77.1B
$17.5M 0.21%
79,936
+577
+0.7% +$117K
ETN icon
70
Eaton
ETN
$157B
$17.1M 0.21%
48,009
+46
+0.1% +$14.2K
DUK icon
71
Duke Energy
DUK
$102B
$16.7M 0.2%
141,816
+876
+0.6% +$103K
VOT icon
72
Vanguard Mid-Cap Growth ETF
VOT
$19B
$16.5M 0.2%
58,045
-1,423
-2% -$367K
AMGN icon
73
Amgen
AMGN
$203B
$16.5M 0.2%
58,914
+818
+1% +$232K
JHSC icon
74
John Hancock Multifactor Small Cap ETF
JHSC
$701M
$16.4M 0.2%
418,833
+16,634
+4% +$616K
KNG icon
75
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.4B
$16.3M 0.2%
332,402
+30,956
+10% +$1.51M
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 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.